Insights

Target Market Focus Sound Planning Group specializes in retirement planning for individuals near retirement age, presenting an opportunity to tailor services and expand offerings like wealth transition strategies, estate planning, or personalized investment solutions to this demographic.

Growth Potential With revenue ranging between 50 and 100 million dollars and over 25 years of market presence, the company demonstrates stability and growth potential, indicating opportunities to introduce advanced financial products or digital tools to further enhance client engagement.

Technology Utilization Leveraging platforms like Google Ads, Facebook, and content management tools, there is scope to develop targeted digital marketing campaigns to attract affluent, retirement-focused clients seeking comprehensive financial planning.

Partnership Opportunities Operates alongside SEC-registered SPG Advisors, offering investment advisory services, which suggests potential for collaborations or cross-selling additional financial services such as insurance products, estate planning, or legacy solutions.

Competitive Positioning While being smaller than industry giants like Charles Schwab or Fidelity, Sound Planning Group’s specialized focus on pre-retirees provides a niche advantage; engaging prospects looking for personalized retirement planning could drive client acquisition and retention.

Sound Planning Group Tech Stack

Sound Planning Group uses 8 technology products and services including Google Ads Conversion Tracking, RSS, Google Fonts API, and more. Explore Sound Planning Group's tech stack below.

Google Ads Conversion Tracking

Analytics

RSS

Content Management System

Google Fonts API

Font Scripts

Flywheel

Platform As A Service

PHP

Programming Languages

X-Content-Type-Options

Web & Portal Technology

Adobe Fonts

Web Fonts

Facebook

Widgets

Sound Planning Group Email Formats	Example	Percentage
First@soundplanninggroup.com	John@soundplanninggroup.com	100%
First@myspg.com	John@myspg.com	100%

Sound Planning Group Email Formats

Example

Percentage

First@soundplanninggroup.com

John@soundplanninggroup.com

100%

First@myspg.com

John@myspg.com

100%

Frequently Asked Questions

What is Sound Planning Group's official website and social media links?

Sound Planning Group's official website is myspg.com and has social profiles on LinkedIn.

What is Sound Planning Group's NAICS code?

Sound Planning Group's NAICS code is 52 - Finance and Insurance.

How many employees does Sound Planning Group have currently?

As of December 2025, Sound Planning Group has approximately 27 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: D. S.President: L. D.Marketing Manager: K. H.. Explore Sound Planning Group's employee directory with LeadIQ.

What industry does Sound Planning Group belong to?

Sound Planning Group operates in the Financial Services industry.

What technology does Sound Planning Group use?

Sound Planning Group's tech stack includes Google Ads Conversion TrackingRSSGoogle Fonts APIFlywheelPHPX-Content-Type-OptionsAdobe FontsFacebook.

What is Sound Planning Group's email format?

Sound Planning Group's email format typically follows the pattern of First@soundplanninggroup.com. Find more Sound Planning Group email formats with LeadIQ.

When was Sound Planning Group founded?

Sound Planning Group was founded in 1998.

Sound Planning Group

Q: What is Sound Planning Group's official website and social media links?

Sound Planning Group's official website is myspg.com. Sound Planning Group has social profiles on LinkedIn.

Q: How many employees does Sound Planning Group have currently?

Sound Planning Group has approximately 27 employees.

Q: What technology does Sound Planning Group use?

Sound Planning Group's tech stack includes Facebook, Salesforce Marketing Cloud Account Engagement, Google Ads Conversion Tracking, X-XSS-Protection, Google Ads.

Financial ServicesWashington, United States11-50 Employees

We’re a team of passionate professionals dedicated to helping people nearing retirement. We specialize in creating comprehensive retirement plans focused on creating a well-thought-out strategy that will address your financial needs and concerns through your next milestone. Prepare for the years ahead with greater confidence.

We have been in business for over 25 years in Kirkland, WA.

Disclosure: Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC-registered firm, that offers investment advisory services under the brand SPG. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight.

SPG is not affiliated with or endorsed by any 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. SPG does not provide estate, legal, or non-financial planning tax advice. Consult with your specialist prior to making any financial decisions for your personal situation.

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