Sound Financial & Insurance Solutions, Inc. - San Luis Obispo, California

Luke B.

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 of these things set up for us. We now have peace of mind that our retirement fund is growing and we are fully protected! I highly recommend working with Jeff and his team if you’re looking to improve your financial strategy for retirement or set up any of those legalities that I mentioned above.

Lisa S.

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.

Cory J.

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 found themselves in a different financial position. I knew this shift in the short run drastically changed their life's, but mismanaged these funds would deplete quickly.
In contrast, adequately deployed, this brought the opportunity to truly sustain our family for the long-run. Jeff helped lay the roadmap for the rest of their lives. Although when the ranch sold we felt we were losing a piece of family legacy, the Sound Team has helped us ensure we're positioned as best as possible to rebuild our own.

Jeff and Pam are a wonderful tag team and Jeff has an uncanny ability to communicate clearly his reasoning for the strategies he recommends. I was aware of many of these principles, but he brought an extra level of comfort to my parents in their decision process ... and I'm learning more along the way.

Grateful to have Sound Financial and Insurance Solutions as a resource for our family, I truly feel they look out for us as if they were part of ours.

rachel R.

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!

Dustin H.

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 services Jeff provides and the results we’ve seen!

Ted L. -. C. C. P. P.

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.

Brennan D.

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 was meant to be an expensive bucket for future larger investments. But I lost thousands before realizing it was the wrong product. He earned a nice commission upon signing. Do your research and google his past. My experience is not the first. Google this: "$8.8 million paid to clients of former WealthWise financial adviser Jeffrey Forrest." I wish I had seen that article before I lost my money to him. He is a super nice, friendly guy. He will leave you feeling good. But look very carefully at what you are getting for your money. We are parents with a boy with Down syndrome. We are trying to make life work for our family. We and our son are the worse financially for having trusted him. I see some very positive reviews that accompany my own. I worry they are not representative of my and many others' experiences.

Robbie P.

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.