Sound Financial & Insurance Solutions, Inc.

Jeff Forrest and his team at Sound Financial are great to work with and extremely knowledgeable. They helped my wife and I create a financial strategy that we are excited about. Additionally, they showed us areas we could improve our financial stability and protection for our family, and then helped us set up life insurance policies, a living trust, a pour over will, advanced health care directives, and power of attorney forms. We are incredibly grateful for all the work they did for us in order to get all

Jeff Forrest has been my financial planner for 4 years and is a fantastic life coach. He efficiently and kindly helped me with my Dads Trust and its execution. Both he and Pam were professional, so helpful and knowledgeable. He has helped me make some good investments and listens to all my ideas and concerns.

I had known Jeff prior to having him help my family. He established himself as genuine, kind-hearted man that was oriented towards service and professionalism. Fast forward a few years, I realize my parents had never established a living trust, pour over will, or any form of financial plan for their retirement beyond a pension and social security; I reached out to Jeff to help establish these must have tools for financial protection. Shortly after, the sale of a large family ranch took place & my parents f

Jeff has been amazing helping me learn and understand how to have have a better retirement and investing in myself. He makes sure I understand every step and that ultimately I'm calling the shots. That never happened with another investment place I was with for far too long. Jeff has your best interest at heart and shares his knowledge because he genuinely cares. Highly recommend Sound FIS!

I have been meeting with Jeff and Pam For years. Every time we meet, I genuinely look forward to learning the next step In our financial future. Jeff is so full of positivity, it's contagious. We walk out of every meeting feeling positive and inspired about our future. As for results, Jeff has paved a path to Financial freedom for us, which we have been following to the T. My wife and I are counting the days until we meet that goal that's just getting closer and closer. We couldn't be happier with the serv

Jeff and his entire team always go above and beyond for their clients! I have never seen I financial planner who cares more for their clients. They are honest, caring and always put thier clients needs first. We are so fortunate to be a client and partner of Sound Financial! You can't beat their 40 years of experience and commitment.

I feel ethically obligated to warn you about Jeffrey Forrest. Fortunately, I reviewed the Family Trust he made for us. It had another family's name in it. He corrected it on my request. But then I still had to go to another attorney to correct other problems. The life insurance product he sold us was also low quality. I discovered later after further scrutiny that it would have paid out less than I what invested in it over time. I had to get help from another advisor to purchase a new policy. He claimed it

Jeff is delightful to work with and is always so professional and positive. He works tirelessly to guide his clients to help them achieve their goals by offering options that will best fit their needs. He listens attentively and has a coaching model for how he supports his clients in attaining wealth and success.

Every time I have needed advise, Jeff has been super helpful to me. My financial knowledge is above average, but i have learned good tips from him. He is professional and super responsive when you need his help. He loves to be helpful to others.

Jeff?s knowledge of finance is vast, and his thinking outside the box strategies are immensely valuable. His office provides financial solutions that the typical financial advisors do not have the expertise in. If you are looking for tax-efficient long-term financial solutions, Jeff is the guy!

I've known Jeff for over 25 years and he truly cares about his clients. Jeff knows the IUL and Estate Planning market really well and stays current on all there is to know to best serve his clients' needs!

So grateful I was referred to Jeff Forrest several years ago. He and his team of professionals have taken great care of my financial goals so I can focus on my career and living life! Thank you SOUND!!

Jeff Forrest and company go above and beyond to provide you with top notch information and safe, secure ways to protect your money and investments. The personal service and expertise reach miles above the competition! Couldn't be more satisfied.

Jeff Forrest has been most helpful when I have financial issues that I find challenging to address. He has helped me think through them and I am most grateful for his suggestions and sound ideas!

The team at Sound are incredibly knowledgeable, passionate, dedicated, caring & SO thorough! You will be in the best of hands if you commit to the process of getting yourself financially organized! I would give a 10 if I could :) Do not wait to get your life in order? all you have to do is start and they will guide you!

Jeff Forrest has helped us tremendously in our future retirement plans.. we have full confidence with our financial future, that we will be well taken care of.. we can't thank him enough.

I really enjoy the time spent talking about my family's financial future. My wife and I are offered plenty of time to talk about all aspects of our life goals. I would recommend them to my closest friends and family.

He took the time to get to know myself my family and our needs to provide us with a tailored service. Providing us with all the information we need to make an educated decision.

Besides being professional and have actual knowledge, they are very responsive and return phone call, texts and emails promptly.

Jeff trule cares about people, and that is 90% of what it takes.

Dedicated people providing quality service. Highly recommend!