Sound Income Strategies, LLC is a Registered Investment Advisory firm specializing in the active management of individual fixed income securities. The company's mission revolves around maximizing the value of clients' fixed income portfolios and designing retirement plans that ensure dependable income, growth potential, and protection against significant losses. Compliant with the US Investment Advisors Act of 1940, Sound Income Strategies is committed to serving its clients with unwavering fiduciary responsibility, ensuring their best interests are always prioritized.
Founded by David Scranton, who holds multiple designations including CLU, ChFC, CFP®, CFA, and MSFS, the firm was established in December 2014. As a registered entity with the U.S. Securities and Exchange Commission, it operates out of Florida but serves clients nationwide. With over 25 years of experience in financial services, Scranton's approach is particularly suited for clients nearing retirement or already retired, many from the Baby Boomer generation, who face unique challenges due to changes in the economic landscape and traditional financial planning mechanisms.
Sound Income Strategies focuses heavily on client education, offering guidance on investment options and strategies tailored to individual risk tolerances, income needs, and long-term objectives. This emphasis on knowledge is designed to help clients navigate a complex financial environment characterized by fluctuating interest rates and market volatility. The firm differentiates itself through personalized portfolio risk assessments and the incorporation of defensive financial measures aimed at minimizing unnecessary risks while enhancing potential for returns.
The organization's officers include Rana Chander as COO, David Scranton serving as Manager, and Shannon Pentell as Director. With a strong focus on income-first investment strategies, Sound Income Strategies has built its reputation upon decades of empowering clients to secure their financial futures. The firm is located at 500 NW 62nd Street Ste 250 in Fort Lauderdale, Florida.
KEY FACTS ABOUT SOUND INCOME STRATEGIES, LLC
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US Businesses
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Companies in Florida
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Broward County Companies
- Company name
- SOUND INCOME STRATEGIES, LLC
- Status
- Active
- Filed Number
- M14000008930
- FEI Number
- 47-1933889
- Date of Incorporation
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December 12, 2014
Age - 11 years
- Home State
- DE
- Company Type
- Foreign Limited Liability
CONTACTS
- Website
- http://soundincomestrategies.com
- Phones
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(954) 487-1860
(888) 492-0505
(954) 337-0621
SOUND INCOME STRATEGIES, LLC NEAR ME
- Principal Address
- 1921 Boston Post Rd Ste 7,
Westbrook,
CT,
06498,
US
- Mailing Address
- 500 NW 62nd Street Ste 250,
FORT LAUDERDALE,
FL,
33309,
US
See Also