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Your Financial Goals, Our Guidance.
Sound Mind Financial LLC is an independent and locally-owned financial advisory firm located in central New York. We take a relational approach to building our practice, taking the time to properly assess and listen to what is important to you.
Our mission is for clients to achieve their lifetime financial goals.
We are driven by our commitment to five core values:
independence, trust, competence, service and legacy.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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