Sound Planning Group

https://myspg.com/

retire@myspg.com

(425) 821-9442

Content prepared by Snappy Kraken. 

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. 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.

SPG does not provide tax, estate, or legal advice. Consult with your tax, estate, or legal professional prior to making any financial decisions for your personal situation.

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.

Some information in this material changes periodically. While believed to be accurate, we do not warrant that product and service descriptions or other content or information provided herein is accurate, complete, reliable, current, or error-free and we do not endeavor to update the details contained after initial publication.

All investment comes with risk including risk of loss. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income refer only to fixed insurance products, not securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Content used with the permission of [Snappy Kraken]. SPG Advisors, LLC and [Snappy Kraken] are not affiliated. No representations or warranties are made as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to or otherwise incorporated herein. All such information is provided solely for convenience, educational, and informational purposes only. No reader should interpret the discussions contained as a substitute for personalized investment advice. Opinions expressed are solely those of the author, are as of the date indicated, and are subject to change without notice. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions.  Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.

05/24-3574091C