Are you prepared for the road ahead? Let's Talk Retirement

We’re here to help you feel confident in your financial future.

Clear Guidance for Your Entire Retirement Journey

We provide comprehensive planning that covers every stage of retirement, including:

Income planning
Wealth management
Social Security strategies
Medicare and Long Term Care planning
Tax-efficient withdrawal strategies
Risk and investment planning
Legacy and estate considerations
Ongoing education and workshops

Why Families & Individuals Choose SPG

At SPG, we believe retirement planning should be personal, transparent, and centered around the life you want to live. As a fiduciary financial planning firm located in Kirkland, WA, we are committed to putting your best interests first and delivering a level of care that goes far beyond numbers on a page. When you choose SPG, you gain a dedicated partner who listens, understands, and walks with you through every step of your retirement journey.

A Fiduciary Standard You Can Trust

Your financial future deserves guidance that is objective, honest, and fully aligned with your goals. As fiduciary advisors, we are legally and ethically obligated to act in your best interest. That means no hidden agendas — only recommendations built around what is right for you and your family.

The 7-Step Retirement Roadmap:

At Sound Planning Group, we have a 7-step process for building a financial strategy that gives you a firm foundation for pursuing your goals.

The 7 steps of the Roadmap are:

1. Income Planning
Our goal is to help maximize income sources like Social Security so that your lifestyle can be funded with reliability and predictability for the rest of your life.
2. Investment Planning
We’ll talk risk tolerance, portfolio fees (and how we may be able to reduce them), and volatility control through our proprietary CPR (Cash, Protection, Risk) planning process and focused money management approach.
3. Tax Planning
The passing of TCJA has created the single greatest opportunity in our lifetime to reduce or eliminate taxes in retirement. We’ll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your financial plan.
4. Health Care & Long-Term Planning
We’ll look at Medicare Parts A, B, C and D, and how to pay for care that insurance doesn’t cover in order to address rising health care costs and that best fit your needs.
5. Real Estate
Whether you’re looking at downsizing, what to do about a mortgage, or you have highly appreciated rental property that you are not sure whether to hold or sell, we’ll work with you on strategies that are intentionally designed to seek to maximize your investment(s).
6. Family
Together with qualified professionals, we’ll help create a plan with legal documents designed to make sure that your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
7. C.A.R.E.
C.A.R.E stands for Client Asset Review Evaluation. Give yourself peace of mind knowing that you have a clearly written, sound retirement plan in place, that will give you control and help you navigate your future.

Let's Make a Plan

Here's What People Are Saying About Us

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.

Why People Enjoy Working With Us

At Sound Planning Group, we believe retirement planning is about more than numbers—it’s about people.

You're Treated Like Family

From the first meeting, our clients feel genuinely cared for. Our welcoming team and comfortable environment create a space where you feel heard, valued, and supported at every step.

Expert Guidance with Patience and Clarity

Retirement can be complex, but it doesn’t have to feel overwhelming. Our knowledgeable advisors explain every strategy and option in a way that makes sense, empowering you to make confident decisions about your future.

Tailored Strategies, Never Cookie Cutter

No two retirements are alike, and neither are our plans. We take the time to understand your unique goals, risk tolerance, and dreams to craft a personalized strategy that supports your lifestyle and legacy.

Confidence and Peace of Mind

Our clients often express a sense of relief and newfound confidence once we begin working together. They know they have a dedicated team actively monitoring and guiding their financial journey, freeing them to focus on what matters most in retirement.

Lifelong Partnership and Communication

We provide ongoing support, regular check-ins, and proactive updates to ensure your plan evolves as your life does. From educational seminars to quarterly reviews, we’re with you for every milestone and market fluctuation.