We’re a team of passionate professionals dedicated to helping people nearing retirement. We specialize in creating comprehensive retirement plans focused on creating a well-thought-out strategy that will address your financial needs and concerns through your next milestone. Prepare for the years ahead with greater confidence.

We have been in business for over 25 years in Kirkland, WA.

Disclosure: Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC-registered firm, that offers investment advisory services under the brand SPG. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight.

SPG is not affiliated with or endorsed by any government agency.

The information contained herein is general in nature. It is provided for illustrative or informational purposes only, and should not be construed as advice. SPG does not provide estate, legal, or non-financial planning tax advice. Consult with your specialist prior to making any financial decisions for your personal situation.

Sound Planning Group

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