Bullard Financial Service

At Sound Generational Wealth, we are dedicated to providing personalized financial planning and investment advice to individuals, families, and businesses. Our team of experienced financial advisors is committed to serving in your best interest, providing unique and tailored solutions to help you achieve a more secure financial future.

Our Expertise

We specialize in providing comprehensive financial planning services, including investment advice, business planning, estate planning, retirement planning, and more. Our expertise spans all facets of corporate financial planning, including succession planning, employee compensation and retention, and more. Whether you're an individual, family, or business owner, we're here to help you navigate the complex world of finance and achieve your goals.

Our Approach

At Sound Generational Wealth, we take a personalized approach to financial planning. We believe that every client is unique, with their own goals, values, and priorities. That's why we take the time to get to know you, understand your vision for the future, and develop a customized plan that aligns with your goals. We'll work with you to identify areas for improvement, provide expert guidance, and help you make informed decisions about your financial future.

Our Services

We offer a wide range of financial planning services, including:

• Personal financial planning for individuals and families
• Business financial planning for businesses of all types and sizes
• Family financial planning for family-owned enterprises
• Investment advice and portfolio management
• Estate planning and wealth transfer
• Retirement planning and income strategies
• Business continuity planning and succession planning
• Employee compensation and retention strategies
• And more

Our History

At Sound Generational Wealth, we've been serving clients for over 50 years, originally as Bullard Financial Group. Our team has a deep understanding of the complexities of finance and a proven track record of helping clients achieve their goals. We're committed to providing exceptional service, personalized attention, and expert guidance to help you achieve a more secure financial future.