Insights

Specialized Retirement Services Sound Planning Group focuses on personalized retirement planning and Medicare insurance products, presenting an opportunity to cross-sell tailored financial solutions to clients nearing retirement age.

Medium Market Niche With an annual revenue between 10 and 25 million and a small team of 11-50 employees, the company targets a niche market of pre-retirees, indicating potential for scalable growth through enhanced service offerings.

Established Market Presence Operating for over 25 years in Kirkland, Washington, Sound Planning Group has built a local brand reputation that can be leveraged to expand into broader regional or digital markets.

Tech-Enabled Outreach Utilizing digital tools like Google Ads, Facebook, and content management APIs, the company demonstrates a readiness for digital marketing collaborations to increase lead generation and customer engagement.

Financial Growth Potential Given the company's revenue figures and SEC-registered affiliate offering investment advisory services, there are opportunities to introduce advanced financial planning technologies and premium advisory solutions for affluent clients.

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

Media & News

Sound Planning Group's Email Address Formats

Sound Planning Group uses at least 2 format(s):
Sound Planning Group Email FormatsExamplePercentage
First@soundplanninggroup.comJohn@soundplanninggroup.com
100%
First@myspg.comJohn@myspg.com
67%
First.Last@myspg.comJohn.Doe@myspg.com
22%
First@myspg.comJohn@myspg.com
11%

Frequently Asked Questions

Where is Sound Planning Group's headquarters located?

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Sound Planning Group's main headquarters is located at 11411 Northeast 124th Street Kirkland, Washington 98034 United States. The company has employees across 2 continents, including North AmericaAsia.

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

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

What is Sound Planning Group's NAICS code?

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

How many employees does Sound Planning Group have currently?

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As of April 2026, Sound Planning Group has approximately 31 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?

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Sound Planning Group operates in the Financial Services industry.

What technology does Sound Planning Group use?

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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?

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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?

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Sound Planning Group was founded in 1998.

Sound Planning Group

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.

Section iconCompany Overview

Headquarters
11411 Northeast 124th Street Kirkland, Washington 98034 United States
Website
myspg.com
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Sound Planning Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Sound Planning Group's revenue is estimated to be in the range of $10M$25M

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