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Sound Planning
for Mature Investors

At SoundPath Retirement Strategies, we help retirees create a sustainable and worry-free retirement through comprehensive advice and customized planning. We specialize in helping clients plan for the future, protect assets, and live a long retirement with confidence.
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The Little Book of Big Answers for Retirement Planning Success

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True Fiduciaries

SoundPath was founded as a fiduciary advisory firm with a focus on logical and customized plans.  Retirement advice in your best interest is only one part of the full scope of retirement planning we provide in order to help you create consistent income no matter what the economy or market is doing.

What to Expect

Effective retirement planning starts with understanding your desired lifestyle, your situation, your unique vision, and your goals for your children, grandchildren and other family members. We ask thoughtful questions and listen first, before we do anything else.

Resources for You

As part of our commitment to the community, we host ongoing educational events for the public, publish financial articles, and post videos so you can learn some of the most important principles behind retirement planning and fixed income investing.

The Little Book of Big Answers for Retirement Planning Success

The Little Book of Big Answers for Retirement Planning Success provides the critical information you need about the key factors leading to a financially secure retirement. Unlike most books about retirement planning, this one spares you the confusing jargon, indecipherable charts and clip-art photos of handholding couples. Instead, author Benjamin Koval applies his years of experience as a retirement planner to create an easy-to-read and to-the-point guidebook written in a friendly question-and-answer format that addresses the special needs of investors who are approaching retirement or who are within their initial years of retirement.

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