Sound Income Strategies Team

Proud Partners with Sound Income Strategies

At Retirement Income Source® Fort Lauderdale, we are proud to serve you in partnership with Sound Income Strategies (SIS), an SEC Registered Investment Advisory firm with over $3 billion in managed assets and comprised of some of the industry’s leading specialists in income investing and portfolio management. The SIS team has the resources and know-how to build and manage customized strategies designed to help you minimize your investment risk while maximizing your income return and growth potential regardless of market conditions. Through our partnership with Sound Income Strategies, we strive to provide our valued clients with a personalized level of portfolio management service typically only available to institutional investors.

Meet the Sound Income Strategies Team

Founder/CEO
CFA®, CFP®, ChFC®, CLU®

Chief Operating Officer

Chief Investment Officer
CFA®

Co-Chief Investment Officer
CFA®, CFP®

Chief Compliance Officer

Contact Us
500 W Cypress Creek Rd # 250, Fort Lauderdale, FL 33309

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source® Fort Lauderdale and our editorial staff. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Retirement Income Source® Fort Lauderdale and Sound Income Strategies LLC are not associated entities. Retirement Income Source® Fort Lauderdale is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (954) 516-0048