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Archive for March 2026

How to Choose the Right Financial Advisor

By Sound Planning Group Team | March 17, 2026 | 0

Choosing a financial advisor is one of the most important decisions you can make—especially if you’re approaching retirement, navigating a career transition, or simply trying to feel more confident about your long-term financial future.

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How You Can Prepare for a Secure Retirement

By Sound Planning Group Team | March 16, 2026 | 0

Individuals and couples who want a thoughtful, well organized approach to retirement should be preparing for retirement before they actually retire. 

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Recent Posts

  • How to Choose the Right Financial Advisor
  • How You Can Prepare for a Secure Retirement
  • Top Financial Planning Mistakes Families Should Avoid
  • How to Transition from Work to Retirement
  • Market Update – February 23rd, 2026

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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.

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.

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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.

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