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Sound Retirement Plan
Sound Retirement Planning operates as a trade name of Parker Financial LLC, a registered investment advisory firm founded by Jason Parker in Silverdale,...
Sound Retirement Plan
Sound Retirement Planning operates as a trade name of Parker Financial LLC, a registered investment advisory firm founded by Jason Parker in Silverdale, Washington. Parker, a Retirement Income Certified Professional, authored the book 'Sound Retirement Planning' and hosts the companion podcast, which has surpassed two million downloads. The practice blends fiduciary advisory services with digital tools and educational content aimed at individuals transitioning into or already navigating retirement. The firm delivers financial planning through a fee-only model, a structure that legally requires its advisors to act in clients' best interests. Its service offering spans retirement income strategy, tax-efficient withdrawal planning, and insurance solutions. The central piece of its technology stack is the Retirement Budget Calculator, a proprietary tool Parker developed to model cash flows, life expectancy, net worth, taxes, Roth conversions, and withdrawal rates. Advisors at Parker Financial include CFP Tim Tenbrink and licensed agents Heather Dawn Hughes-Henrichsen and Brandon Miller. Parker Financial maintains a single office in Silverdale, Washington, and serves clients nationally through its digital planning tools and podcast. The firm distributes its intellectual property through the podcast, which frequently addresses Social Security optimization, behavioral finance, and real-world client cases. In a May 2026 episode, Parker discussed Social Security claiming strategies, reflecting an ongoing focus on legislative and market inputs that affect retirement outcomes. Parker also invented the Retirement Budget Calculator, and the firm supports the Crosspoint Christian School Foundation. Sound Retirement Planning's structural differentiator is its media-to-advisory conversion engine. Rather than relying on traditional referrals or institutional channels, the firm uses a content-first acquisition model — podcast, book, and calculator — to attract and qualify prospects before they ever speak with an advisor. This vertically integrated approach combines IP creation, software development, and regulated financial advice under one small-firm roof.
General information
Firm type
Pension Fund
Year founded
1994
Location
Region
North America
Country
United States
City
Silverdale
Corporate office
9230 Bay Shore Drive NW #201, Silverdale, WA 98383, United States
Principals
Jason Parker
President, Parker Financial LLC
Tim Tenbrink
CFP, financial planner
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Sound Retirement Plan?
Jason Parker, as President of Parker Financial LLC, leads the advisory practice. He holds the Retirement Income Certified Professional (RICP) designation and is supported by CFP Tim Tenbrink and licensed agents Heather Dawn Hughes-Henrichsen and Brandon Miller. The firm operates as a fee-only RIA, meaning all advisors are bound by fiduciary duty.
How does Sound Retirement Plan source clients?
The firm relies on a media-led funnel. Parker hosts the Sound Retirement Radio podcast (over 2 million downloads) and authored a best-selling book. Prospective clients often engage first through the firm's free Retirement Budget Calculator before consulting an advisor.
Is Sound Retirement Plan a single-family office or a pension fund?
Neither. Sound Retirement Planning is a trade name for Parker Financial LLC, a fee-only registered investment advisory firm. It is not a family office or a pension fund despite the 'Retirement Plan' name; it serves individual retail clients focused on retirement.
What is the Retirement Budget Calculator?
It is a proprietary software tool created by Jason Parker. The calculator lets users model their retirement budget, life expectancy, net worth, taxes, withdrawal strategies, and Roth conversions. It functions as both a client-service tool and a lead-generation asset.
Does the firm manage institutional capital or only individual accounts?
Available evidence indicates the firm focuses exclusively on individual retail clients planning for or living in retirement. There is no public disclosure of institutional separate accounts, pooled funds, or pension mandates.
What philanthropic structures are associated with the firm?
The principal, Jason Parker, supports the Crosspoint Christian School Foundation. This appears to be a personal or firm-level charitable commitment, not a separate donor-advised fund or private foundation detailed in public filings.
What is the firm's known posture on co-investments or private placements?
The firm's public materials do not mention direct co-investments, private equity, venture capital, or real asset syndications. Its content and tools are entirely oriented toward public-market retirement portfolios, insurance products, and decumulation planning.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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