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Archive for March 2023

SVB Failure – March 2023

By Sound Planning Group Team | March 13, 2023 | 0

We’re sure you’ve heard of the concern of banks defaulting. Here’s a a quick recap of what happened the week of March 10th: Last week, regulators seized Silicon Valley Bank…

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    Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC registered firm, that offers investment advisory services. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight.

    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.

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