Rochelle L. Moore, CFP^®

CPA/PFS,

President

Sound Financial Solutions, Inc.

3004 General Electric Road, Suite 1B
Bloomington, IL 61704

FINANCIAL ADVISOR'S WEBSITE

www.mysoundplan.com

(217) 441-2200 CONNECT WITH Rochelle

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Financial planning services are provided on a fee-only basis. We do not earn commissions based on the performance of your assets. Fees are paid directly by our clients. This allows us to put the client's best interest first and provide unbiased advice.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Sound Financial Solutions

General

Rochelle Moore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sound Financial Solutions, Inc. in Bloomington, IL and the surrounding communities.

Financial Advisor Overview

Our personal financial planning methodology is designed for clients who want ongoing help with their finances. The process includes ongoing financial planning advice as well as 24/7 access to our online financial planning applications. We will work together to establish your goals and objectives. We will then create a personalized financial plan, your customized roadmap intended to help you achieve your dreams, one step at a time.

Financial Advisor Experience

With over 25 years of progressive experience, Rochelle Moore is a CERTIFIED FINANCIAL PLANNER™ professional, a State of Illinois Registered Investment Advisor, and a licensed Certified Public Accountant/Personal Financial Specialist specializing in meeting the financial needs of individuals, families and small business owners.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Insurance Licenses

Life insurance: Illinois
Health/disability insurance: Illinois

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Sound Financial Solutions, Inc. is registered as an investment advisor and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Rochelle L. Moore is registered as an investment advisor representative with the state of Illinois

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Getting Divorced, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Startup, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances