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Looking for objective retirement advice?

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Looking for objective retirement advice? Your search
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Learn How

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The retirement process doesn't have to be a puzzle. We build financial plans to help optimize your future.

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Google Reviews

Brenda Tinning

★★★★★

3 months ago

I’m so thankful my husband and I were referred to Sound Planning Group by a family member two years ago, and we’ve been working with Loren Downs ever since. Loren has been extremely knowledgeable (and patient!) regarding all of our financial decisions and questions, and also very personable and enjoyable to work with. He listens well and tailors his suggestions to our risk tolerance and tries to make sure we understand the pros and cons of every decision we make. And we have been very satisfied with the results. We have found him to be very honest as well—working in…

Paul Blair

★★★★★

3 months ago

We’ve been using Sound Planning Group for the past nine years for their financial advice and services. They are definitely a top-of-the-line company! We’ve had personal interactions from the front office to the CEO. Everyone, and I mean everyone, has been friendly, helpful, and makes you feel welcome and that what you have to say really matters. Their listening skills are outstanding. And… our portfolio keeps on growing. My wife and I highly recommend them!

Teri Low-McGavin

★★★★★

3 months ago

I would highly recommend Sound Planning Group for your retirement planning needs. We have been so pleased with everyone that has guided us in the process of our retirement planning. From our initial inquiries, to opening our IRA's, 401K rollovers, transitioning to Medicare and now applying for social security, everyone has been wonderful. They treat you like they value you as a customer and "family member". Thanks especially to Loren, Victoria and Gretchen for their guidance and patience! Keep up the excellent work!

Pete L

★★★★★

2 months ago

We have found everyone at Sound Planning Group to be knowledgeable, friendly and great to work with. Loren Downs is our advisor, he takes the time to listen to our goals and talk through options. The SPG team does quarterly meetings that provide us with detailed insight as to what is happening in the the financial markets and what may happen or what to look for. We have found these to be very beneficial.

Denney Apfel

★★★★★

5 months ago

I had been with Fidelity my entire working life, and always assumed that was the best option. That changed after I attended a retirement seminar, where my conversation with Sound Planning Group (SPG) began. From our first meeting, it was clear they were different—they listened to me. Imagine that! I met with CJ Lovsted, and he has been absolutely amazing to work with. He put together a comprehensive financial plan that truly reflected my needs and goals. Just to compare, I called Fidelity and told them I was thinking of leaving. They said they could do the same thing, so…

For full disclosures on each review, please navigate to our Google Reviews page. The reviews shown on this page are randomly selected, are not based on any criteria, and are updated every hour. The reviewer may or may not be a current client of SPG and has not been compensated for this review. No material conflicts of interest exist with this reviewer to the best of our knowledge. This testimonial may not be representative of the experience of other clients, and no guarantee of future performance or success is implied. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. This review has been published with the reviewer’s consent for marketing purposes.

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