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Sound Financial Solutions

(217) 441-2200
3004 General Electric R, Suite 1B, Bloomington, Illinois, 61704

Business hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm
Friday 9:00am to 5:00pm

About us

Sound Financial Solutions, Inc., located in Bloomington, Illinois, is dedicated to providing unbiased, high-quality personal financial planning assistance to individuals, families, and small business owners, regardless of age or assets. Our comprehensive approach includes integrated analysis of income tax, estate tax, education funding, investment, insurance, and retirement planning, aiming to deliver complete financial peace of mind. The firm is led by Rochelle L. Moore, a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst® (CDFA®), and CPA/PFS, bringing over 25 years of progressive experience to the practice. Sound Financial Solutions operates on a fee-only basis, ensuring that their only form of compensation is the fee paid directly by clients, allowing them to always put the client's best interest first and provide unbiased advice tailored to the unique needs of each client.

Tags Financial Planning, Retirement Planning, Estate Planning, Tax Strategies, Investment Advisory, Tax Planning, Debt Management, Divorce Settlement Analysis, Insurance Planning, Social Security Optimization, Gift Tax Planning, Readiness to Retire, Asset Allocation Analysis, Education Planning, Investment Risk Analysis, Forensic Services, Forensic Analysis, Asset Tracing, Pension Valuation, Budget Assistance
Services Retirement Planning, Tax Planning, Insurance Planning, Budget Assistance, Pension Valuation, Forensic Analysis, Forensic Services, Estate Planning, Education Planning, Investment Risk Analysis, Social Security Optimization, Expert Witness Testimony, Asset Tracing, Collaboration with Investment Professionals and Attorneys, Financial Education, Financial Analysis, Financial Projections, Readiness to Retire, Tax Strategies, Divorce Financial Support, Forensic Work, Gift Tax Planning, Financial Planning, Divorce Settlement Analysis, Investment Advisory, Investment Services, Debt Management, Asset Allocation Analysis

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