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Customized Financial Strategies

Customized Financial Strategies

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

 

Denney Apfel
Denney Apfel
a month 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…
Barbara Ierokomos
Barbara Ierokomos
a month ago
I attended a free financial seminar/talk at Bellevue college presented by SPG. It was purely informational, rather helpful. I later attended one for Medicare to help myself prepare. They were so inspirational that i contacted SPG and met with them. One of the best moves of my life. Cody, CJ & Caitlyn are so helpful (and friendly)-explaining everything & following through at every step. No other investment group has done better for us (financially) or given us really great options as well as making us feel comfortable and in control. And their extended resources (like Victoria for Medicare help) is…
Wayne Pace
Wayne Pace
3 months ago
I have had nothing but extremely positive experiences with Sound Planning Group. I have a great investment plan that they constantly review. Very personalized plans for each investor, nothing cookie cutter about it. I feel they truly care for their clients. They have helped me through planning for retirement and now being able to enjoy my life without worrying about finances. They helped me navigate Social Security an Medicare as well. My advisor, Gretchen, has been amazing in answering any questions that I have ever had, and always following up on all our conversations. I would highly recommend Sound Planning…
Paul Copenhaver
Paul Copenhaver
3 months ago
SPG provides a safe harbor for my ship of financial concern. The atmosphere in their office is warm, friendly, kind and patient. With their assistance I now have a solid retirement plan, tailored to my needs and risk tolerance, that is anchored in the cumulative knowledge of a team of experts. My advisor, Joe, keeps me up to date on changes and patiently listens and responds to my concerns.
Michael and Susan Becker
Michael and Susan Becker
2 months ago
We have been clients of Loren Downs and his team at SPG for the past seven years, and our experience has been nothing short of exceptional. The team is incredibly competent and responsive, always addressing our concerns promptly and effectively. Their high level of integrity and extensive knowledge of financial planning have consistently impressed us. What sets them apart is their personable approach and genuine interest in our specific financial goals and needs. They take the time to listen and provide tailored options that have led to positive outcomes for our financial future. We highly recommend Loren and his team…

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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Strategic Advice, Sound Planning Solutions

Strategic Advice, Sound Planning Solutions

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