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As heard on Free Retirement Risk Report & Review

Are you taking on more risk than you think?

Our advisors will stress-test your retirement portfolio and show you exactly where you stand. Find out if the Retirement Risk Report custom analysis is the right fit for you.

Schedule Now No cost, no obligation – just honest answers about your retirement.

Learn more about what we cover during the meeting with an advisor.

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What the report covers

A clear read on where your money really stands

Your personalized Retirement Risk Review is created from your statements and goals – not a generic checklist. The report will help you understand:

Will your income last a lifetime?

We’ll compare your retirement goals against your real sources of income to determine if your current strategy is built to last.

How much risk you’re carrying

Your portfolio is given a clear risk number and a probable range of gains and losses, so you can see at a glance whether you’re taking on more risk than you realize.

How you’d weather a downturn

Learn how your portfolio would have fared during real historical market events and see if it could withstand a serious financial crisis today.

Don’t take our word for it

Hear what our clients have to say

They weren't sure they had saved enough until they found a team they trust.

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about Sound Income Strategies, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 173272.

AN SEC-REGISTERED

Advisory services through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm.

12 LOCAL OFFICES

Serving retirees in person across Connecticut, Massachusetts, Rhode Island, and New Hampshire.

BUILT FOR INCOME

We focus on retirement income – not just growth – with conservative, income-oriented strategies.

CREDENTIALED ADVISORS

A fiduciary team with some advisors holding CFP®, CFA®, ChFC®, and RICP® professional designations.

Questions retirees ask

What to know before you call

Yes. The intro call and the Retirement Risk Report review carry no cost and no obligation. It’s a chance to talk through your situation and see whether the report is a good fit for you – nothing is owed either way.
No. There is no pressure and no sales pitch. The goal of the call is simply to learn what’s on your mind and answer your questions. If the Retirement Risk Report makes sense for you, we’ll explain the next step – and the decision is always yours.
It’s a short phone call with a member of our team. We’ll ask a few questions about your retirement picture and what’s on your mind, then explain how the Retirement Risk Report works. If it makes sense, we’ll help you set up the full analysis with an advisor.
It’s a custom analysis built from your own statements and goals. An advisor gathers your financial details, then stress-tests your current situation to show how much risk you may be carrying, whether your income is positioned to last, and what your options are – all in plain English.
The first step

Start with a quick intro call

It’s a short, no-pressure conversation with our team to learn about your goals and see whether the Retirement Risk Report could help.

Schedule Now

– or call –
833-RIS-RADIO · (833) 747-7234

where it’s all about your income

Helping retirees across Connecticut, Massachusetts, Rhode Island, and New Hampshire build confident income plans.

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Contact Us

833-RIS-RADIO (833) 747-7234 • Mon–Fri 9 a.m. – 6 p.m. EDT
12 offices across CT, MA, RI, NH
info@retirementincomesource.com

Check the background of your financial professional on FINRA’s BrokerCheck. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source SFG and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Retirement Income Source SFG and Sound Income Strategies, LLC are associated entities. Retirement Income Source SFG is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.