Rick Anderson, "The 401k Guy",owner of Sound Benefits Consulting, founded in 2005 specializes in financial planning and investment advice, using dynamic strategies, that helping successful individuals preserve and build what they worked hard to get. I work with individuals and employers across the Pacific Northwest, in-person or remotely.

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As an independent fee-based fiduciary adviser, I focus is on conflict of interest free advice for my clients. 

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As a successful individual, you have probably been working hard to reach the heights of your profession.  Let’s face it, you do it to help achieve personal dreams. You deserve the financial rewards you have worked so hard to earn. But,” do you live to work, or work to live?”

 

You may have found that you spend more time building your career and business and less time on your personal dreams.

 

I have helped successful individuals achieve the financial freedom so they can follow their dreams. Whether it is spending more time with their families, having a real impact on their communities or becoming the leaders they dreamed of beings.

 

Successful individuals come to me when they:

 

✔Aren’t sure how to protect the wealth they have worked hard to acquire

✔Are tired of having an unwanted business partner in the IRS

✔Worry about how to transfer assets in a tax efficient manner

✔How will my family survive if something happens to me?

✔Are not sure if they and their spouse will have the income to be retired for 40 years

✔Want their investments aligned with their values

 

 

A lot has changed in the past 20 years, successful business leaders are asking:

 

😣 How do I protect my wealth?

😣 What affect will future taxes and inflation have on my and my spouse’s retirement?

😣 What would happen to my family if something bad happened to me?

😣 How do I have a impact on my community that will last?

😣 Will I have enough money to retire in the style my spouse and me are accustom to?

 

Within a few months of working with me, my goal is that they will:

 

😊 Have an estate plan that will transfer wealth in a tax efficient manner ;

😊 They could be paying the minimum amount of taxes over time;

😊 Know they can take the time to be a community leader;

😊 Be sure that as life changes, their plans can change to meet those changes;

😊 Knowing their families are protected (death, disability or eldercare);

😊 Feel at peace with a plan to manage their financial future.

 

This is where I come in to play.

 

As an independent fiduciary investment and financial adviser, I help business leaders develop and implement strategies to grow and protect what they have worked so hard to acquire, giving them freedom to live a life they dream about. I do all this with a “client first” attitude and personalized service.

 

I am here to guide you and plan, with you, with a dynamic 4-step process to give you the freedom to retire and spend more time with your family.

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Have questions, want to schedule a 30 minute phone call, for a complimentary, no obligation conversation? 

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Here's my calendar link to make finding time easy.

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Investment adviser representative of and advice provided by Royal Fund Management, LLC, a SEC registered investment adviser.