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For over 20 years, Sound Planning Group has been a trusted partner in helping individuals protect their savings and increase their retirement income through tailored financial planning.

 

We understand that retirement is more than a milestone—it’s a time to enjoy the life you’ve worked so hard to build. That’s why we’re committed to equipping retirees and those approaching retirement with the knowledge and options they need to create the future they deserve.

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What to Expect at SPG

Our team of professionals can help you create a well-thought-out strategy that will address your financial needs and concerns.

Looking for objective retirement advice?

Your search stops here.

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Focused on Education

Educational opportunities don't just end when you're a client. We host multiple events, like our State of the Market event, throughout the year to keep you updated on what SPG is doing and what is happening in the markets.

Customized Financial Stratgies

When you work with a financial advisor from SPG, you are working with a retirement income specialist who understands the best ways to manage and plan your retirement income.

Meet the team
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A Trusted Community Partner

Sound Planning Group is BBB accredited and has an A+ rating since 2015. The Better Business Bureau (BBB) helps people find and recommend businesses, brands, and charities they can trust.

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