This material does not take into account your particular investment objectives, financial situation, or needs. It is not intended as recommendations appropriate for you. Our advisors can meet with you to discuss your retirement.
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Disclosure:
Sound Planning Group, Inc and SPG Advisors LLC (SPGA) collectively operate under Sound Planning Group (SPG). Investment advisory services are offered through SPGA, a SEC-registered investment advisor. Registration does not imply a certain level of skill or training. Sound Planning Group, Inc offers Medicare and insurance products.
SPG is not affiliated with or endorsed by the Social Security Administration, Medicare, the Security Exchange Commission (SEC), or any other government agency.
The information contained herein is general in nature. It is provided for illustrative or informational purposes only, and should not be construed as advice. Consult with your legal, tax, or estate professional prior to making any financial decisions for your personal situation.
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Sound Planning Group, Inc (SPG) does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SPG’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Certain portions of Sound Planning Group’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Sound Planning Group (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Sound Planning Group, or from any other professional. Sound Planning Group is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
“Likes” and “Dislikes” should not be considered as testimonials or endorsements of the investment advisory services offered by the Advisor. This channel shall in no way be misconstrued or misinterpreted as a solicitation to sell or offer to sell advisory services.
#soundplanningsolutions #fiduciary #financial #planning #retirement #education #marketupdate #spg #moneymanagement #wealthmanagement #money #socialsecurity #taxes #income To learn more, visit us at https://myspg.com/ or give us a call at (425) 821-9442.
Stay connected! Subscribe and follow us on social media for all news and updates!
Facebook: https://www.facebook.com/Simplifying65
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Disclosure: Sound Planning Group (SPG) and SPG Advisors, LLC collectively operate under the brand name Sound Planning Group. SPG is not affiliated with or endorsed by the Social Security Administration or any government agency. Investment advice is offered through SPG Advisors LLC, an SEC Registered Investment Advisor; Medicare consulting and insurance products are offered through SPG. SPG works with qualified attorneys and accountants on legal and tax considerations; SPG does not provide tax or legal advice. Consult with your tax or legal professional prior to making any financial decisions for your personal situation.
“Likes” and “Dislikes” should not be considered as testimonials or endorsements of the investment advisory services offered by the Advisor. This channel shall in no way be misconstrued or misinterpreted as a solicitation to sell or offer to sell advisory services.
#soundplanningsolutions #fiduciary #financial #planning #retirement #education #marketupdate #spg #moneymanagement #wealthmanagement #money #socialsecurity #taxes #income