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Sound Benefits Consulting
Serving the Pacific Northwest with Investment and Financial Planning with a 21st Century Approach
Rick Anderson, owner of Sound Benefits Consulting, specializes in comprehensive financial planning that helps his clients reach their personal and financial goals. Serving people across the State of Washington, in-person or remotely. As an independent fee-based fiduciary adviser, his focus is on conflict of interest free advice for his client. He brings the competing worlds of money together by offering both low-risk insurance products with managed risk market investments.
Why work with a "fiduciary" adviser and why it is important?
Rick Anderson offers independent fiduciary responsibility through an Investment Advisory Representative Licensure. Therefore, he is obligated, as a fiduciary, to act in the best interest of his clients. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more parties.
As a Fiduciary Adviser, he is legally bound to put the interest of his clients ahead of his own. He does not get paid more to select one investment over another. He does not receive commissions (or loads) when selecting investments for his clients. Because he is not obligated to any investment product, he can select what is best for the client. He is fee only which means he gets paid more if, and only if, his client's account value increases. He sits on the same side of the table with his clients. (Please note, he does receive commissions for insurance products (non-investment products)).
Have questions, want to schedule a 30 minute phone call, for a complimentary, no obligation conversation? Use the link below:
Here's my calendar link to make finding time easy.
Investment adviser representative of and advice provided by Royal Fund Management, LLC, a SEC registered investment adviser.
Retirement Income Strategies
Social Security Maximization
Wealth and Investment Management
Tax Efficient Strategies
Asset Protection Strategies
401k Participant Investment Advice
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