Sound Financial & Insurance Solutions, Inc
Summer Forrest is a co-founder and visionary at Sound Financial & Insurance Solutions, Inc., where mentoring estate planning attorneys to enhance client asset protection is a key focus. With a collective 60 years of industry experience as part of a father-daughter team, Summer provides valuable insights beyond traditional estate planning. Previously, Summer served as a podcast producer for the New Law Business Model, leading the development of a private podcast for Personal Family Lawyers. Additionally, as a law business success coach, Summer assisted over 35 estate planning attorneys in scaling their practices and improving their work-life balance. Summer holds a degree in Journalism and Advertising from the University of Colorado Boulder.
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Sound Financial & Insurance Solutions, Inc
Established in 1977, we're a family owned financial and insurance company that's experienced, knowledgeable, caring and outcome driven. We are passionate about serving our clients in meaningful ways, and helping them achieve financial soundness.