Sound Planning Group

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11411 NE 124th St Ste 255
Kirkland, WA 98034
+1 (425) 821-9442
https://myspg.com

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

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4.58 reviews
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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...

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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...

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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...

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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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Marsha M.
8/22/2023

After attending one of this company's VERY impressive seminars, we made the mistake of turning over all of our investments to one of their Investment Advisors. We feel the company overall is not...

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