Sound Planning Group

Sound Planning Group We create custom financial plans for those seeking to retire with clarity, confidence, and control. The retirement process doesn't have to be a puzzle.

We can help you design a strategy that will address topics such as Wealth Preservation/Growth, Income Planning with Social Security, Medicare, and more. We build financial plans to help optimize your future. Discover how we help individuals and families pursue their ideal retirement. Sound Planning Group, Inc. and SPG Advisors LLC (SPGA) collectively operate under Sound Planning Group (SPG). Inves

tment advisory services are offered through SPGA, an SEC-registered investment advisor. offers Medicare and insurance products. For full Disclosure: https://myspg.com/disclosure/

What should you look for in a retirement planning advisor?Experience. Communication. A structured process. Meet our team...
05/16/2026

What should you look for in a retirement planning advisor?

Experience. Communication. A structured process.

Meet our team: myspg.com/our-team

https://myspg.com/disclosure/

Healthcare and taxes can significantly impact your retirement — often more than people expect.From Medicare enrollment t...
05/13/2026

Healthcare and taxes can significantly impact your retirement — often more than people expect.

From Medicare enrollment timing to Required Minimum Distributions, the early decisions you make can shape your long-term financial stability.

Before you retire, make sure you understand these critical pieces.

📌 Read our latest blog to learn what to consider before making the transition:

https://myspg.com/how-to-transition-from-work-to-retirement/

https://myspg.com/disclosure/

Planning for retirement can feel overwhelming. Working with someone who listens makes a difference.Meet our team and see...
05/11/2026

Planning for retirement can feel overwhelming. Working with someone who listens makes a difference.

Meet our team and see how we help clients simplify complex decisions.

myspg.com/our-team

https://myspg.com/disclosure/

Retirement is a major life transition. The advisor guiding you through it matters.Get to know our team and how we suppor...
05/07/2026

Retirement is a major life transition. The advisor guiding you through it matters.

Get to know our team and how we supports clients:myspg.com/our-team

https://myspg.com/disclosure/

Retirement is more than hitting a savings number. It is a major life transition that impacts your finances, daily routin...
04/29/2026

Retirement is more than hitting a savings number. It is a major life transition that impacts your finances, daily routine, healthcare decisions, and sense of purpose.

Are you prepared for both the financial and lifestyle changes that come with leaving work?

Our latest blog walks through the key steps to building a confident retirement transition plan.

👉 Read the full guide to start planning smarter: https://myspg.com/how-to-transition-from-work-to-retirement/

https://myspg.com/disclosure/

Address

11411 124th Street Ste 255
Kirkland, WA
98034

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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