Services
Building your financial future on a foundation of trust, Sound Mind Financial LLC provides services for individuals and businesses.
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Individual Financial Planning
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Beneficiary/Inheritance Planning
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Spousal Survivorship Planning
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Mutual Funds and Annuities
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Fee-Based Investment Advisory Service
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Retirement Accounts: IRA Rollovers, Roth IRA's and Beneficiary IRA's
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Health Insurance
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Medicare Plans (Medicare Supplements, Medicare Advantage Prescription Plans and Assistance with EPIC Enrollment)
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Long-Term Care Insurance
Individual Products Handled
Individual Services
Small Business Services
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Insurance Planning for Business Owners
- Buy-Sell Funding
- Key-Person Insurance
Employee Benefit Products
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Group Health Insurance
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Consumer Driven Plans
- Health Reimbursement Arrangement
- Health Savings Accounts
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New York State Statutory Disability
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Group Long-Term Disability
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Group Life Insurance
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Group Dental Insurance
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Group Long-Term Care
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Business Retirement Plans: 401k's, SIMPLE IRA's and SEP IRA's
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Section 125 Plans, including Flexible Spending Accounts and Premium Only Plans
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Group Medicare Plans
Call us today
for an appointment
315.821.2827
Location
475 Sherrill Road
Sherrill, New York 13461
Hours
Monday - Friday
8:30 am to 4:30 pm
Inquire for additional
appointment times.