Gregory Goff, CFP®, CIMA® Sound Wealth Management

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About Gregory Goff, CFP®, CIMA®, ChFC®, CLU®

Sound Wealth Management helps millennial real estate professionals grow and protect their wealth while saving in taxes. We work best with top-performing real estate brokers, agents, and investors who want to use their variable income to their advantage. Our clients understand that real estate is a powerful tool to build wealth, but they would like to protect their wealth against fluctuations in the real estate market.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Gen Y/Millennials
  • Real Estate Professionals
  • Small Business

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1200/qtr
  • Flat Fee: $4800/engagement

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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