Sound Planning Group

Lana Accardo 

on Google

3 months ago

I had a wonderful experience working with Tyler and the team at Sound Planning Group. I recently needed help navigating my Social Security benefits, and what initially felt overwhelming quickly became much more manageable after speaking with Tyler. He took the time to walk me through everything step-by-step, answered every question with patience and professionalism, and helped me understand what to expect moving forward. What stood out most was the level of care and attention to detail. I never felt rushed or like I was “ju... read more

Mary Fobes 

on Google

2 months ago

I highly recommend Sound Planning Group (SPG). The team at SPG (Cari, Ariana, Brandon, Caitlyn, and Loren) is friendly, respectful, knowledgeable, and caring. After attending a Social Security 101 workshop and meeting Loren, I realized SPG could assist me with my plan towards financial security in my retirement years. Loren reviewed my current plan, took the time to understand my plan, and provided knowledgeable suggestions on how I could improve my goals. My retirement financial security plan has improved significantly with... read more

Kevin Ruggles 

on Google

2 months ago

We have had the pleasure of working with Loren Downs and the phenominal staff at Sound Planning Group for a year and a half. We have been thoroughly impressed by their absolute integrity, flexibility, patience, expertise, caring, and listening skills. From the day we first engaged with SPG, they have made us feel like their most important client. Their quarterly State of the Market seminars are extremely informative and fun. We highly recommend SPG. 

MOFIZ ISLAM 

on Google

3 months ago

I had the pleasure of working with Dmitriy Lebedev during my Medicare enrollment. I had an excellent experience getting help with my Medicare enrollment. The entire process can feel overwhelming, but the guidance I received made everything so much easier. He took the time to clearly explain all my options, including Medicare Parts A, B, and D, and helped me choose the plan that best fit my needs and budget. What stood out most was his patience and professionalism. No question felt too small, and Dmitriy made sure I underst... read more

Scott Winter 

on Google

6 months ago

Wow! What a team and what an experience. From the minute my wife and I walked in the door we were treated as if we were the most important people around even though our needs and income are more modest than most. The staff who greeted us were extremely professional and personable. When meeting with our financial advisor, it was clear he knew our financial situation inside and out. He gave us expert advice that was clear and easy for us to understand. His knowledge and expertise and ability to convey how to maximize our finan... read more