About My Practice
We use the financial planning process to help you reach your goals by looking at your total financial picture and giving advice based on your situation and objectives.
We make an in-depth review of your financial life including college funding, emergency savings, budgeting, investments, insurance, taxes, legacy gifts and retirement planning.
This service is provided under a fee for service arrangement and our asset management clients receive a preferential rate. We also work under a retainer for those clients who need ongoing services.
The first step is the hardest part – Contact Jed Sires to get started now!
Experience
I started working in the financial services industry in 2001 with Guardian Capital after graduating from the University of Washington with a Bachelor’s degree in Economics. In 2006 I founded Sound Investment Strategies with 3 partners and have been serving clients there ever since.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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