Benefits

Let us take you through some of these benefits:

Professionally Screened
Investments

To help you diversify your investments in the FinPath IRA program, TCG Advisors, an independent investment advisory firm, carefully screens thousands of mutual funds to select top performing, low-cost options for your IRA.

 

Investment Advice

Review your retirement savings strategy anytime with our investment advice service provided through Financial Soundings that recommends portfolios created by TCG Advisors. Our online investment questionnaire can help you make well-informed decisions when looking to invest your savings.

Retirement Readiness Report

Through Financial Soundings, FinPath IRA provides all investors with an annual report that assists in making future retirement savings and investment decisions. This report is designed to give you a roadmap to meet your retirement goals.

Online Access

Stay informed and keep track of your investments 24/7 with our secure online account access. Check balances, change investments, visit Financial Soundings, view transaction history and more at your convenience.

Consolidate IRAs

Looking to consolidate your IRAs? We make it easy to transfer your other IRAs and 401(k) or retirement plans into your FinPath IRA.  You can also contribute additional funds to your account.

Customer Care
Professionals and Tools

FinPath IRA has self-service tools as well as trained representatives available to answer your questions and guide you through the process.

About Us

FinPath IRA works with Financial Soundings Investment Advisor to provide investment advice for your IRA at NO ADDITIONAL COST to you. Working in tandem with TCG Advisors, Financial Soundings software provides advice resulting in an age appropriate risk based model portfolio for your IRA assets

Additionally, this investment advice service also offers unlimited access to your Retirement Readiness Portal where you can tailor the advice recommendations to fit your personal situation.

After logging into the FinPath IRA portal, click on the MANAGE tab, then click on the icon CHANGE INVESTMENT STRATEGY. From here, you will see the option to GET ADVICE, where you will be connected directly to your Financial Soundings Retirement Readiness Portal.

While it’s no secret that reaching any goal is made easier with a formal plan, many people never get around to making one because of the time, effort, and costs involved. By eliminating each of these obstacles, Financial Soundings helps investors make their aspirations a reality.

Financial Soundings was founded to make unbiased financial services, previously available only through financial advisors, accessible and affordable for all investors.  What makes us unique is not only the ease-of-use of our programs, but also our unprecedented level of customization.  Financial Soundings simply doesn’t believe in the status quo “one size fits all” approach.

Regardless of your age, income, or marital status, with Financial Soundings, we’re here to help you find solutions to some of today’s most pressing retirement concerns.

With proper planning, the goals you have today can be within your reach tomorrow. Thank you for giving us this opportunity to help you make them happen!

For more information including the Financial Soundings Disclosure Brochure, Code of Ethics, Privacy Policy, or other documents, visit their website at FinancialSoundings.com, email them at info@financialsoundings.com, phone them at 678.393.8222, or send your request to them at 1121 Alderman Drive, Suite 205, Alpharetta, GA 30005-5471. Information is also available on the Internet at adviserinfo.sec.gov.

Investment Options

Below is a list of the investment options available to you in the FinPath IRA Program:
  • DFA U.S Core Equity Portfolio-Institutional
  • DFA Intern’l Core Equity Portfolio-Institutional
  • DFA Emerging Mkts Core Equity Portfolio-Inst.
  • BlackRock Total Return Fund-Institutional
  • Templeton Global Bond Fund-Advisor
  • Vanguard Interm.-Term Treasury Index-Admiral
  • Vanguard 500 Index Fund-Admiral
  • Vanguard Federal Money Market Fund-Investor
  • Victory INCORE Fund for Income-Class I
  • Thornburg Low Duration Municipal Fund-Class I
  • TIAA-CREF Lifecycle Index 2015-Institutional
  • TIAA-CREF Lifecycle Index 2020-Institutional
  • TIAA-CREF Lifecycle Index 2025-Institutional
  • TIAA-CREF Lifecycle Index 2035-Institutional
  • TIAA-CREF Lifecycle Index 2040-Institutional
  • TIAA-CREF Lifecycle Index 2045-Institutional
  • TIAA-CREF Lifecycle Index 2050-Institutional
  • TIAA-CREF Lifecycle Index 2055-Institutional
  • TIAA-CREF Lifecycle Index 2060-Institutional

To learn more about opening and managing your IRA, click on our Frequently Asked Questions (FAQs) tab.

Keep in Touch With Us