Sound Retirement Solutions Inc
Business To Business
Why pick this one
Sound Retirement Solutions combines retirement, Medicare, estate, income, and Social Security planning through state-licensed brokers serving North Carolina and South Carolina.
Best for
- People approaching retirement who need coordinated income, pension, Social Security, and healthcare planning
- Retirees evaluating Medicare, prescription drug, dental, vision, or hearing coverage
- People needing 401(k), 403(b), or TSP rollover assistance
- Families seeking wills, powers of attorney, living wills, or revocable living trusts
- People planning for long-term care, life insurance, final expenses, or tax mitigation
Look elsewhere if
- Businesses seeking conventional B2B consulting rather than individual retirement and insurance planning
- People seeking emergency financial services or immediate transaction processing
Specialties
- Retirement planning
- Medicare planning
- 401(k), 403(b), and TSP rollover assistance
- Estate and legacy planning
- Income and pension planning
- Social Security planning
- Long-term care planning
- Tax mitigation
- Life insurance
- Final expense planning
Certifications
- Chartered Retirement Planning Counselor
- Certified Senior Advisor
- Life Underwriter Training Council Fellow
- Certified in Long-Term Care
- State-licensed broker
- Ashley D. Hopkins is licensed in North Carolina, South Carolina, Georgia, Virginia, and Pennsylvania
What makes them different
- Combines retirement planning with Medicare and healthcare planning
- Provides 401(k), 403(b), and TSP rollover options and assistance
- Partners with Integrated Trust Systems for comprehensive estate planning
- Ashley D. Hopkins has more than 23 years in the insurance and financial services industry
- Offers a multi-specialist team with dedicated retirement, Medicare, life, and trust and will divisions
- Serves
- Wilmington, Calabash
Distilled from this business's own website.
Contact & Location
- Address
- 520 Market St, Wilmington, NC 28401-4635
- Phone
- 19107696679
- Website
- https://soundretirementsolutionsinc.com
- user@domain.com
Services
- Retirement planning
- Estate planning
- Healthcare and Medicare planning
- Insurance planning
- Income planning
- Pension planning
- Social Security planning
- Tax planning