Financial Advisors
Kirkland, WA
Sound Planning Group is a fiduciary financial planning firm in Kirkland specializing in retirement planning, wealth management, and personalized income strategies for individuals and families. They build customized financial plans to help optimize your future and prepare for a confident retirement through trusted guidance, education, and a relationship-focused approach. Serving the Greater Seattle area, SPG focuses on objective retirement advice and helping clients simplify complex financial decisions.
Ideal for: Pre-retirees, retirees, families seeking objective financial guidance, individuals wanting to optimize wealth management and retirement income
Service area: Kirkland, WA and the Greater Seattle area
Fiduciary Standard: SPG operates as a fiduciary financial planning firm, meaning they are legally required to act in their clients' best interests.
Relationship-Focused Approach: The firm emphasizes personalized guidance and education alongside customized financial strategies tailored to individual circumstances.
Retirement Specialization: SPG specifically specializes in retirement planning and income strategies, helping clients prepare for confident retirement years.
Address: 11411 NE 124th St #255, Kirkland, WA 98034
Phone: (425) 821-9442
Website: myspg.com
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