Products & Services
Building your financial future on a foundation of trust, Sound Mind Financial LLC provides services for individuals and businesses.
Individual Services
Individual Financial Planning
Retirement Planning
College Planning
Beneficiary/Inheritance Planning
Spousal Survivorship Planning
Individual Products Handled
Mutual Funds and Annuities
Fee-Based Investment Advisory Service
Retirement Accounts: IRA Rollovers, Roth IRA's and Beneficiary IRA's
College Savings 529 Plans
Health Insurance
Medicare Plans (Medicare Supplements, Medicare Advantage Prescription Plans and Assistance with EPIC Enrollment)
Life Insurance
Disability Insurance
Long-Term Care Insurance
Small Business Services
Employee Benefit Management
Insurance Planning for Business Owners
Buy-Sell Funding
Key-Person Insurance
Employee Benefit Products
Group Health Insurance
Consumer Driven Plans
Health Reimbursement Arrangement
Health Savings Accounts
New York State Statutory Disability
Group Long-Term Disability
Group Life Insurance
Group Dental Insurance
Group Long-Term Care
Business Retirement Plans: 401k's, SIMPLE IRA's and SEP IRA's
Section 125 Plans, including Flexible Spending Accounts and Premium Only Plans
Group Medicare Plans