$ound View Financial

$ound View Financial Services is an independent financial services firm that works with individuals, business owners,and corporations offering creative solutions to meet their goals and objectives. 

Nancy has recently affiliated with Point 32 Investment Partners. 

The Point 32 name connotes freedom to run our business the way we feel is best for our clients.  It signifies the compass rose, which represents spiritual direction, awakening, discover and the 32-wind compass rose directions; symbolizing infiinte possibility -- the present, the past, and the future.  I believe in aligning our investment strategies with our clients'moral compasses, putting their best interests first as they work toward reaching their goals and life's many milestones.  This new collaboration brings enhanced capabilities, additional resources, improved technology, and a beautiful new office space. Most importantly, this move allows the freedom to continue providing the individualized service and care my clients deserve.

 Our goal is to present multiple recommendations for each goal, and after the client fully understands each of the alternatives, selecting the one that is most appropriate to meet their needs. We continually monitor the progress of our recommendations and make suggestions as needed. Changes are only made with the clients consent.

$ound View Financial Services has expanded it's practice to include Divorce Planning. This area of planning includes tax-impacting of various asset classes in the division of marital property, as well as future values of these assets.