Judy A.
10/29/2020
Hi There! I wanted to let you know that, as a Senior, I have never been so well informed on my Medicare Plan as I was today, when I worked with Beau Ladieu. Beau was extremely clear & patient as...
Sound Planning Group
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11411 NE 124th St Ste 255
Kirkland, WA 98034
Sound Planning Group, based in Kirkland, WA, is an independent financial services firm specializing in assisting individuals in creating tailored retirement strategies. They offer a variety of investment and insurance products to suit the unique needs and objectives of their clients.
Operating under the brand name Sound Planning Group, they work closely with qualified attorneys and accountants to provide strategic financial advice and solutions. Recognized for their expertise, they offer Medicare consulting, insurance products, and investment advisory services through SPG Advisors LLC, an SEC-registered firm.
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Reviews
4.58 reviews
Walt W.
4/27/2025
Wonderful Team of Financial Advisors and Staff Members for a variety of financial planning needs. The Office Staff are friendly and great to talk with during in-office visits. They accommodate...
John R.
4/17/2023
We had been working with another Financial Advisor for decades, but there were lingering thoughts about many things. When he gave us absolutely no advice on utilizing our savings and investments...
Billie G.
3/15/2024
I have been with Sound Planning group for eight years. They have done an outstanding job managing my portfolio! My financial advisor, Joe Duncan, is an effective, honest, knowledgeable and...
Mike M.
3/6/2023
.........the following testimonial is for Loren and CJ from SPG who have managed our transition into retirement unbelievably.......... My wife Mollie and I have both recently retired. We had been...
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