PRES Financial

PRES Financial Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm.

PRES Financial and Sound Income Strategies, LLC are not associated entities. PRES Financial is a full service retirement planning company serving the unique needs of public employees. Our mission is to help public employees protect, grow, and maximize their retirement savings, and to help them understand the intricacies of their individual benefits.

Most people don't know what a Power of Attorney actually does until they desperately need one. Don't be most people.
11/22/2025

Most people don't know what a Power of Attorney actually does until they desperately need one. Don't be most people.

Business partnership without a succession plan is like marriage without a prenup. Optimistic? Sure. Smart? Debatable.
11/20/2025

Business partnership without a succession plan is like marriage without a prenup. Optimistic? Sure. Smart? Debatable.

That awkward moment when you realize your kids' college fund is competing with your retirement savings. Spoiler: You can...
11/18/2025

That awkward moment when you realize your kids' college fund is competing with your retirement savings. Spoiler: You can't borrow for retirement.

Your will says who gets your stuff. Your Power of Attorney decides who pulls the plug. Both matter, only one gets talked...
11/17/2025

Your will says who gets your stuff. Your Power of Attorney decides who pulls the plug. Both matter, only one gets talked about.

Your employer's pension plan probably has options you've never heard of. Knowledge is literally money in this case.
11/15/2025

Your employer's pension plan probably has options you've never heard of. Knowledge is literally money in this case.

Financial advisors aren't just for rich people. If you have a paycheck, you have financial decisions that matter.
11/14/2025

Financial advisors aren't just for rich people. If you have a paycheck, you have financial decisions that matter.

"I'll figure out retirement later" hits differently when you're 50. Time has a funny way of speeding up when you're not ...
11/13/2025

"I'll figure out retirement later" hits differently when you're 50. Time has a funny way of speeding up when you're not paying attention.

Here's what nobody tells you: Financial stress in retirement isn't about the money - it's about not having a plan.
11/12/2025

Here's what nobody tells you: Financial stress in retirement isn't about the money - it's about not having a plan.

Life insurance isn't morbid, it's the most responsible thing you can do for people you love. Period.
11/10/2025

Life insurance isn't morbid, it's the most responsible thing you can do for people you love. Period.

The best time to plan was yesterday. The second best time? Right now. Procrastination costs compound interest.
11/08/2025

The best time to plan was yesterday. The second best time? Right now. Procrastination costs compound interest.

Small business reality: Your partner's family legally owns their share when they die. Now what?
11/06/2025

Small business reality: Your partner's family legally owns their share when they die. Now what?

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West Palm Beach, FL

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