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If you are looking for:

More Spendable Income – Increased Portfolio Safety – Greater Wealth

Sign up for our Free Educational Video Series

Click here to preview a short animated video illustrating some important facts about stock market history that you should know. By understanding how certain patterns tend to repeat themselves, you’ll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings.

If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.

Who Are We?

Welcome to North American Financial

Our philosophy at North American Financial is that we are the coach who assists you in identifying and working towards reaching your financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to work towards your goals.


Highly Trained Staff

Fast & Efficient Service

Advice You Can Trust


If you are looking for:

More Spendable Income – Increased Portfolio Safety – Greater Wealth


Identify lifetime objectives & strategies

Determine your risk profile

Understand all your options

Build your allocation model

Optimize your investment allocations

Identify tax reduction and catastrophic protection strategies

Schedule regular periodic reviews

What We Do

Our Services

Retirement Income Planning Wealth Transfer Planning Insurance Medicare Supplement & Health Current Insurance Policy Analysis IRA & 401(k) Rollovers and Exit Planning Asset Protection & Wealth Preservation

Without good advice, everything goes wrong


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Click on the button below to request a no-obligation, complimentary 15-Minute call with an Income Specialist affiliated with Sound Income Strategies.

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