Skip to content

Schedule a Meeting

MENU

What We Do
- Retirement
- Medicare
Education Center
Events
- Workshops
About US
- Our Team
- Giving Back
Giving Back
Careers
Client Portal

MENU

×

What We Do
- Retirement
- Medicare
Education Center
Events
- Workshops
About US
- Our Team
- Giving Back
Giving Back
Careers
Client Portal

Click below for individual brochures.

Sound Planning Group Disclosure Brochure Index

SPG Advisors Disclosure Brochures

SPG - Privacy Policy
SPG - ADV2A
SPG - ADV2Bs
SPG - ADV3

Synergy Asset Management Disclosure Brochures

SAM - Privacy Policy
SAM - ADV2A
SAM - ADV2Bs
SAM - ADV3

Contact Us

Phone: 425.821.9442
Fax: 888.503.0799
Email Us!

Our Location

11411 NE 124th St. Suite 255
Kirkland, WA 98034
Get Directions

Quick Links

Resource Library
Client Portal
Better Business Bureau

ADV Disclosure Brochures | Data Privacy Policy | Terms of Use

Sound Planning Group (SPG) and SPG Advisors, LLC collectively operate under the brand name Sound Planning Group. SPG is not affiliated with or endorsed by the Social Security Administration or any government agency. Investment advice is offered through SPG Advisors LLC, an SEC Registered Investment Advisor; Medicare consulting and insurance products are offered through SPG. SPG works with qualified attorneys and accountants on legal and tax considerations; SPG does not provide tax or legal advice. Consult with your tax or legal professional prior to making any financial decisions for your personal situation.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Sound Planning Group (SPG) and SPG Advisors, LLC collectively operate under the brand name Sound Planning Group. SPG is not affiliated with or endorsed by the Social Security Administration or any government agency. Investment advice is offered through SPG Advisors LLC, an SEC Registered Investment Advisor; Medicare consulting and insurance products are offered through SPG. SPG works with qualified attorneys and accountants on legal and tax considerations; SPG does not provide tax or legal advice. Consult with your tax or legal professional prior to making any financial decisions for your personal situation.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

Awards listings, rankings, and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain quality or type of results if Sound Planning Group or SPG Advisors is engaged, or continues to be engaged, to provide financial planning or investment advisory services, nor should it be construed as an endorsement of Sound Planning Group or SPG Advisors by any current or past clients. Awards listings, rankings, and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.

Sound Planning Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Sound Planning Group’s website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certain portions of Sound Planning Group’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Sound Planning Group (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Sound Planning Group, or from any other professional. Sound Planning Group is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Sound Planning Group’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Sound Planning Group, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Sound Planning Group’s website, to release and hold harmless Sound Planning Group, its officers, directors, owners, affiliates, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Sound Planning Group.

Sound Planning Group

Sound Planning Group Inc. (SPG) is an independent insurance firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by the insurance company. Annuities are not FDIC insured.

SPG Advisors, LLC

SPG Advisors, LLC (“SPGA”) is an SEC-registered investment adviser located in Kirkland, Washington. SPGA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. SPGA’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SPGA’s website on the Internet should not be construed by any consumer and/or prospective client as SPGA’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SPGA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of SPGA’s current written disclosure Brochure discussing SPGA’s business operations, services, and fees are available from SPGA upon written request.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by SPGA), will be profitable or equal to any historical performance level(s).

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if SPGA is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, SPGA did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of SPGA by any of its clients.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Call Now Button