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Sound Planning Group
- Kirkland, WA
About this business
Location details
11411 NE 124th St #255, Ste 255, Kirkland, WA, 98034, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been customers of SPG for years. In particular, I’d like to recommend Victoria Blehm, our Medicare consultant. She is the BEST. She listened to us and found the PERFECT plan for us. Last year I was in the hospital 3 times. She checked in on me and she and my financial consultant sent me a lovely soup and goodies gift. We have no worries knowing that SPG and in particular, Victoria looks after us! We are so lucky! We love you Victoria! Toy and Linda Juwvipart!
SPG, Joe Duncan, Loren Downs, have been our advisors for the past 5 years. I can highly recommend them. SPG does a lot of educating with "State of the Market" evenings. They are helpful with retirement planning and Medicare planning. SPG has guided us very well over the past years going into retirement and going thru a legal separation, dividing all our assets. I fell very comfortable with them guiding me financially through the coming years.
We have been working with Sound Planning for over three years, and during this time, their team has provided valuable assistance with our retirement planning. We have worked with Victoria Blehm on Medicare. She reviews all available plans with us, advises us about necessary changes each year, and keeps in regular contact to ensure we stay informed. Very helpful! Recently, we began working with a new financial advisor, Tyler Lively. We are very pleased with his support in managing our decisions, overseeing our accounts, and p... read more
There are a lot of places to get financial advice and you can get as many different opinions as you seek. So why Sound Planning Group? It's simple - the people. SPG actually cares about you. These aren't just fiduciaries obligated to act in your best interest - they genuinely care. They understand that the 'answer' is different for every individual/couple and they talk openly about that. Younger people should be more aggressive and take more risks for higher gains because they have more time before they need the money.... read more
We have appreciated Victoria Blehm with Sound Planning Group as our Medicare consultant for a number of years now. Our association with her is one of the best decisions we’ve ever made. Victoria has taken the time to get to know us and our circumstances and has patiently walked us through the oftentimes bewildering and confusing world of Medicare. It’s been such a relief to have her help and support! We trust her integrity, compassion, knowledge, approachability, and great advice. I keep her card in my wallet so I can ref... read more
Frequently asked questions about Sound Planning Group
How is Sound Planning Group rated?
Sound Planning Group has a 5 star rating with 286 reviews.
When is Sound Planning Group open?
Sound Planning Group is open now. It will close at 6:00 p.m.
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