{"id":2356,"date":"2025-05-16T09:00:00","date_gmt":"2025-05-16T16:00:00","guid":{"rendered":"https:\/\/www.soundcu.com\/personal\/invest\/"},"modified":"2026-01-27T10:01:32","modified_gmt":"2026-01-27T18:01:32","slug":"invest","status":"publish","type":"page","link":"https:\/\/www.soundcu.com\/personal\/invest\/","title":{"rendered":"Investment Services"},"content":{"rendered":"
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\n\t\t\t\t\t\t\tWealth Management in Washington\t\t\t\t\t\t<\/h1>\n\t\t\t\t\t\t\t\t\t\t

Investment Services<\/h2>\t\t\t\t\t

Save with purpose.<\/p>\t\t\t\t\t\t

\n\t\t\t\t\t\t\tLEARN MORE<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/header>\n\n\t<\/div>\n<\/div>\n\n\n
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Where do you see yourself in the future? Sound Investment and Retirement Solutions advisors offer personalized advice to help you plan ahead for your major milestones like college or retirement.<\/p>\n<\/div>\t\t<\/header>\n\t\t\t\t

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No Minimum Investment<\/h2>

An advisor can help find ways to grow even the smallest investments.<\/p>\n<\/div>

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Online Portfolio Access<\/h2>

Stay on top of your portfolio at any time. Log into Account View<\/a>.<\/p>\n<\/div>

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Tailored Advice<\/h2>

Get a financial plan that is designed to meet your financial goals and needs.<\/p>\n<\/div>

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Dedicated Support<\/h2>

Your advisor is available when you need it, from your first call and beyond.<\/p>\n<\/div>

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No Obligation Consultation<\/h2>

Talk with an advisor about your financial goals at no charge.<\/p>\n<\/div>

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Managed Accounts<\/h2>

Your advisor will continue to monitor your portfolio\u2019s performance, even after your initial investment.<\/p>\n<\/div>

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Your Advisor is with you through every step<\/h2>\t\t<\/header>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\n\t\tNumber 1<\/title>\n\t\tclass=”wrapper”>\n <g transform=\"translate(0 0)\">\n\t\t\t<path d=\"M103.694,6794.606v-62.012H75.441v12.372h11.8v49.64Z\" transform=\"translate(-73.928 -6731.083)\" fill=\"#1f79af\"\/>\n\t\t\t<path d=\"M101.718,6732.638v-5.044H70.44v15.4h3.479v3.531h8.319v46.108h3.479v3.531h17.968v-63.523Zm-17.968,58.48v-49.64h-11.8v-12.372h28.253v62.012Z\" transform=\"translate(-70.44 -6727.594)\" fill=\"#00205b\"\/>\n <\/g>\n\t<\/symbol>\t<\/svg>\n<h3 class=\"co-columns--box_headline\" >Getting Started<\/h3><div class=\"co-columns--box_desc\"><p>Your relationship with your advisor starts the moment you contact them. During your initial conversation, they will take time to get to know you and your financial goals.<\/p>\n<\/div><div class=\"co-columns--box_button\"><\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"co-columns--box\">\n\t\t\t\t\t\t\t<svg\n\t\tclass=\"co-columns--box_icon IconNumber2\"\n\t\tviewBox=\"0 0 56.499 69.839\"\n\t\twidth=\"56.499\"\n\t\theight=\"69.839\"\n\t>\n\t\t<title>Number 2<\/title>\n\t\tclass=”wrapper”>\n <g transform=\"translate(0)\">\n\t\t\t<path d=\"M526.219,6791.676v-12.734H500.54l13.4-12.383c4.146-3.791,6.974-7.21,8.409-10.166a21.417,21.417,0,0,0,2.147-9.425,16.5,16.5,0,0,0-2.991-9.772,19.249,19.249,0,0,0-8.39-6.5,32.128,32.128,0,0,0-12.547-2.3,33.017,33.017,0,0,0-15.528,3.453,25.547,25.547,0,0,0-9.726,8.766l12.037,6.715a13.7,13.7,0,0,1,4.737-4.246,14.264,14.264,0,0,1,6.847-1.68,10.11,10.11,0,0,1,6.561,1.9,6.646,6.646,0,0,1,2.362,5.394,11,11,0,0,1-1.262,5.016,23.2,23.2,0,0,1-4.782,5.787l-23.54,22.014v10.168Z\" transform=\"translate(-473.198 -6726.881)\" fill=\"#1f79af\"\/>\n\t\t\t<path d=\"M522.857,6778.986v-5.044H505.779l6.521-6.028q6.351-5.807,8.576-10.391a22.059,22.059,0,0,0,2.223-9.755,46.42,46.42,0,0,0-5.237-14.936,20.729,20.729,0,0,0-9.034-7.02,33.661,33.661,0,0,0-13.136-2.42,34.509,34.509,0,0,0-16.233,3.627,26.958,26.958,0,0,0-10.731,9.989l-.4.669L473,6740.29c-.315.455-.618.92-.907,1.4l13.34,7.441a13.039,13.039,0,0,1,4.855-4.584,13.487,13.487,0,0,1,6.489-1.588,11.367,11.367,0,0,1,4.541.8,6.9,6.9,0,0,1,.147,1.442,9.511,9.511,0,0,1-1.1,4.329,22.163,22.163,0,0,1-4.471,5.371l-24.016,22.459V6789.7h3.479v3.531h49.458v-14.246Zm-49.458,9.2v-10.17l23.54-22.013a23.226,23.226,0,0,0,4.782-5.786,11,11,0,0,0,1.262-5.017,6.644,6.644,0,0,0-2.362-5.394,10.1,10.1,0,0,0-6.561-1.9,14.275,14.275,0,0,0-6.847,1.679,13.711,13.711,0,0,0-4.737,4.249l-12.037-6.716a25.55,25.55,0,0,1,9.726-8.767,33.017,33.017,0,0,1,15.528-3.452,32.147,32.147,0,0,1,12.547,2.3,19.253,19.253,0,0,1,8.39,6.5,16.5,16.5,0,0,1,2.991,9.771,21.413,21.413,0,0,1-2.147,9.425c-1.435,2.957-4.263,6.375-8.409,10.166l-13.4,12.383h25.678v12.736Z\" transform=\"translate(-468.324 -6723.393)\" fill=\"#00205b\"\/>\n <\/g>\n\t<\/symbol>\t<\/svg>\n<h3 class=\"co-columns--box_headline\" >Creating a Plan<\/h3><div class=\"co-columns--box_desc\"><p>Your advisor will put together a plan based on your goals. They\u2019ll explain what you can expect, walk you through next steps, and answer questions.<\/p>\n<\/div><div class=\"co-columns--box_button\"><\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"co-columns--box\">\n\t\t\t\t\t\t\t<svg\n\t\tclass=\"co-columns--box_icon IconNumber3\"\n\t\tviewBox=\"0 0 56.061 69.839\"\n\t\twidth=\"56.061\"\n\t\theight=\"69.839\"\n\t>\n\t\t<title>Number 3<\/title>\n\t\tclass=”wrapper”>\n <g transform=\"translate(0 0)\">\n\t\t\t<path d=\"M922.428,6794.266a54.452,54.452,0,0,0,13.113,1.611c5.966,0,11.032-.967,15.057-2.876a20.782,20.782,0,0,0,8.941-7.48,18.5,18.5,0,0,0,2.923-10.031,16.641,16.641,0,0,0-4.034-11.256c-2.69-3.095-6.626-5.2-11.7-6.245l-1.314-.271,13.87-14.922v-10.2H914.88v12.372H940.9l-12.318,13.3v10.289h6.776c6.945,0,10.467,2.332,10.467,6.929a6.211,6.211,0,0,1-3.074,5.538,14.4,14.4,0,0,1-7.755,1.842,33.777,33.777,0,0,1-9.422-1.39,30.581,30.581,0,0,1-7.878-3.522l-5.859,12.125a39.481,39.481,0,0,0,10.592,4.184\" transform=\"translate(-909.88 -6731.083)\" fill=\"#1f79af\"\/>\n\t\t\t<path d=\"M958.751,6766.6a17.5,17.5,0,0,0-3.692-6.848h0a19.352,19.352,0,0,0-6.923-4.975l10.118-10.886v-11.253h-1.966v-5.044H908.856v15.4h3.479v3.531h17.323l-7.1,7.668v12.4h3.479v3.531h7.532a16.286,16.286,0,0,1,6.16.968,5.758,5.758,0,0,1,.072.915,4.728,4.728,0,0,1-2.371,4.262,12.971,12.971,0,0,1-6.946,1.606,32.2,32.2,0,0,1-9-1.331,28.656,28.656,0,0,1-8.18-3.8l-.725-.5-7.212,14.924.577.359a34.1,34.1,0,0,0,3.884,2.071l-.761,1.575a39.331,39.331,0,0,0,11.389,4.628,54.924,54.924,0,0,0,13.295,1.634q9.165,0,15.382-2.949a21.424,21.424,0,0,0,9.256-7.76,19.161,19.161,0,0,0,3.04-10.436,17.636,17.636,0,0,0-2.679-9.689m-51.425,19.994,5.859-12.125a30.507,30.507,0,0,0,7.878,3.521,33.709,33.709,0,0,0,9.422,1.392,14.411,14.411,0,0,0,7.755-1.842,6.214,6.214,0,0,0,3.074-5.539c0-4.6-3.521-6.928-10.466-6.928h-6.776v-10.29l12.318-13.3H910.369v-12.372h44.406v10.2l-13.87,14.922,1.314.271c5.072,1.05,9.008,3.15,11.7,6.244A16.646,16.646,0,0,1,957.952,6772a18.505,18.505,0,0,1-2.923,10.032,20.778,20.778,0,0,1-8.941,7.479c-4.025,1.909-9.091,2.876-15.058,2.876a54.45,54.45,0,0,1-13.112-1.611,39.477,39.477,0,0,1-10.592-4.184\" transform=\"translate(-905.369 -6727.594)\" fill=\"#00205b\"\/>\n <\/g>\n\t<\/symbol>\t<\/svg>\n<h3 class=\"co-columns--box_headline\" >Ongoing Support<\/h3><div class=\"co-columns--box_desc\"><p>After your accounts are set up, your advisor is available to you on an ongoing basis. Have questions or want to make a change? Feel free to contact them; they\u2019re here to help.<\/p>\n<\/div><div class=\"co-columns--box_button\"><\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"co-columns--cta\"><p><a class=\" co-bene_grid--cta \" href=\"https:\/\/www.sound-lpl.com\/contact-us\" aria-label=\"cfs-contact-an-advisor\" rel=\"noopener\">Contact an Advisor<\/a><\/p>\n<\/div>\t<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"co-flex_row co-flex_row__white co-flex_row__multi-path-cta co-flex_row__next_row__disclosures\" >\n\t<div class=\"co-flex_row--row co-row\">\n\t\t\t<div class=\"co-mp_ctas\">\n\t\t\t\t<header class=\"co-intro_text\">\n\t\t\t<h2 class=\"co-intro_text--title\">Ready to get started?<\/h2>\t\t<\/header>\n\t\t\t<div class=\"co-mp_ctas--list prow justify-center\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"co-mp_cta pcol-lg:4\">\n\t\t\t\t\t<div class=\"co-mp_cta--title\">\n\t\t\t\t\t\tVisit a local branch\t\t\t\t\t<\/div>\n\t\t\t\t\t<a class=\"co-mp_cta--link gtm-button\" href=\"https:\/\/www.soundcu.com\/branches\/\">Find a Branch<\/a>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"co-mp_cta pcol-lg:4\">\n\t\t\t\t\t<div class=\"co-mp_cta--title\">\n\t\t\t\t\t\tFind an Advisor\t\t\t\t\t<\/div>\n\t\t\t\t\t<a class=\"co-mp_cta--link gtm-button\" href=\"https:\/\/www.soundcu.com\/speed-bump\/?url=https%3A%2F%2Fwww.sound-lpl.com%2Four-team&prev=https%3A%2F%2Fwww.soundcu.com%2Fpersonal%2Finvest%2F\" target=\"_blank\">Meet the advisors<\/a>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"co-mp_cta pcol-lg:4\">\n\t\t\t\t\t<div class=\"co-mp_cta--title\">\n\t\t\t\t\t\tCall\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"co-mp_cta--content\">\n\t\t\t\t\t\t\t<p>800.562.8130<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"co-flex_row co-flex_row__white co-flex_row__last co-flex_row__disclosures\" >\n\t<div class=\"co-flex_row--row co-row\">\n\t\t\t<div class=\"co-disclosures\">\n\t\t<h2 class=\"co-disclosures--title\">Disclosures<\/h2>\n\t\t<div class=\"co-disclosures--content\">\n\t\t\t<div class=\"small-text\">\n<p>Check the background of investment professionals associated with this site on\u00a0<a href=\"http:\/\/brokercheck.finra.org\/\" rel=\"noopener\">FINRA’s BrokerCheck<\/a>.<\/p>\n<p><a href=\"https:\/\/www.lpl.com\/content\/dam\/lpl-www\/documents\/disclosures\/lpl-financial-relationship-summary.pdf\" rel=\"noopener\"><strong>LPL Financial Form CRS<\/strong><\/a><\/p>\n<p><strong>Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member\u00a0<\/strong><a href=\"http:\/\/finra.org\/\" rel=\"noopener\"><strong>FINRA<\/strong><\/a><strong>\/<\/strong><a href=\"http:\/\/sipc.org\/\" rel=\"noopener\"><strong>SIPC<\/strong><\/a><strong>). <\/strong>Insurance products are offered through LPL or its licensed affiliates. Sound Credit Union and Sound Investment & Retirement Solutions <strong><u>are not<\/u> <\/strong>registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sound Investment & Retirement Solutions, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sound Credit Union or Sound Investment & Retirement Solutions. Securities and insurance offered through LPL or its affiliates are:<\/p>\n<table style=\"height: 80px; width: 975px;\">\n<tbody>\n<tr>\n<td style=\"width: 168px; padding: 0in 7px; border: 1px solid gray; text-align: center;\" valign=\"center\"><strong>Not Insured by NCUA or Any Other Government Agency <\/strong><\/td>\n<td style=\"width: 168px; padding: 0in 7px; border: 1px solid gray; text-align: center;\" valign=\"center\"><strong>Not Credit Union Guaranteed<\/strong><\/td>\n<td style=\"width: 168px; padding: 0in 7px; border: 1px solid gray; text-align: center;\" valign=\"center\"><strong>Not Credit Union Deposits or Obligations<\/strong><\/td>\n<td style=\"width: 168px; padding: 0in 7px; border: 1px solid gray; text-align: center;\" valign=\"center\"><strong>May Lose Value<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p> <\/p>\n<p>Your Credit Union (\u201cFinancial Institution\u201d) provides referrals to financial professionals of LPL Financial LLC (\u201cLPL\u201d) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit <a href=\"https:\/\/www.lpl.com\/disclosures\/is-lpl-relationship-disclosure.html\" rel=\"noopener\">https:\/\/www.lpl.com\/disclosures\/is-lpl-relationship-disclosure.html<\/a> for more detailed information.<\/p>\n<p>The LPL Financial registered representatives associated with this website may discuss and\/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.<\/p>\n<p>Sound Credit Union <strong><em>is not<\/em><\/strong>\u00a0registered as a broker-dealer or investment advisor.<\/p>\n<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":9,"featured_media":0,"parent":2314,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","_searchwp_excluded":"","footnotes":""},"county":[],"class_list":["post-2356","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/pages\/2356","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/comments?post=2356"}],"version-history":[{"count":59,"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/pages\/2356\/revisions"}],"predecessor-version":[{"id":18244,"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/pages\/2356\/revisions\/18244"}],"up":[{"embeddable":true,"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/pages\/2314"}],"wp:attachment":[{"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/media?parent=2356"}],"wp:term":[{"taxonomy":"county","embeddable":true,"href":"https:\/\/www.soundcu.com\/wp-json\/wp\/v2\/county?post=2356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}