Sounde Financial Group
Sounde Financial Group
5540 State Road 50, Suite 105
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Financial Services & Institutions
Achieving your financial goals begins with a “Sounde” foundation.
They say life doesn’t give you anything you can’t handle. But that doesn’t mean you have to handle it alone. These days, it’s more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family’s wealth, lifestyle and dreams for the future. Let’s get started – there’s no better time than now.
After spending almost 25 years in corporate and local government, I decided to take a leap of faith into entrepreneurship leveraging my accounting and finance background to become licensed as a life insurance agent and Financial Services Professional. This allowed me to design my schedule around being a newly single mother and the needs of my daughters. This was a necessity as both my daughters and I were learning to navigate a new “normal” we were faced with. Being able to find a profession that aligned my passion of helping others and the love of working with numbers was a blessing. That decision was made in 2012 and I am thankful to have evolved into the financial services practice d/b/a Sounde Financial Group as a tribute and legacy to my father.
In the early stages of my practice, I realized many individuals, business owners and families were not being given the information they needed to make the best decisions for them and their families.
I began incorporating financial education seminars and workshops into my practice with the hopes of providing clarity and empowerment to those that attended.
I found myself gravitating to working with other single mothers, female entrepreneurs and women in transition facing career change, divorce, and retirement.
Throughout the years I expanded to working with school districts, counties, cities and villages to provide life insurance and retirement benefits to their employees.
As part of my ongoing effort to add value for my clients, I am certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective®.
Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.
The Macro Asset Perspective® helps you implement a balanced approach to your personal accumulation & income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.
While this process was originally developed for a physician’s network on the west coast and high-tech engineers in the Silicon Valley it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.
For tax, legal or accounting advice, please consult with your tax, legal or accounting professional as I do not provide any such advice.
Marisa Nor, Agent, New York Life Insurance Company. Registered Representative with NYLIFE Securities LLC, a Licensed Insurance Agency.
5540 State Road 50, Suite 50, Delavan, WI 53115 (262) 275-8700. Sounde Financial Group is not owned or operated by New York Life or its affiliates.