At Sound View Financial Advisors, we help you take the helm of your financial life so that you are on course to meet your goals. Whether those goals include college education, early retirement or simply knowing that you can have a comfortable and secure financial future, our planning and investment services can help you achieve them.
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At Sound View Financial Advisors, we believe that financial markets reflect economic growth over a long horizon, and that there are no short cuts to disciplined, prudent and patient investing. Markets are efficient. We believe that financial markets are generally what we call 'efficient'.
This means that, for most investors, stock picking, active trading and market timing will not provide returns that are any better than can be achieved by holding a diversified portfolio of low cost investments.Diversification achieves the best returns. What is a 'diversified portfolio'?
This means that, for most investors, stock picking, active trading and market timing will not provide returns that are any better than can be achieved by holding a diversified portfolio of low cost investments.Diversification achieves the best returns. What is a 'diversified portfolio'?
All planning engagements start with a financial plan that covers the major areas of your financial life: cash flow and saving, risk management (insurance planning), retirement planning, taxes and estate planning. These topics are relevant to all ages and financial situations, and we can help you put them all together into a plan.
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