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. and SPG Advisors LLC (SPGA) collectively operate under Sound Planning Group (SPG). Investment advisory services are offered through SPGA, an SEC-registered investment advisor. Sound Planning Group, Inc. offers Medicare and insurance products.