Sound Planning Group

I would highly recommend SPG Advisors if you are looking for wise financial advice to help you with your current investments or retirement planning. They created an investment portfolio that is just right for my needs. SPG is a fiduciary company which means my best interests and confidence are their priority. They also offer classes on retirement and social security. Both were informative and fun. A free consultation session is offered through these classes which gave me the opportunity to see what they do and for me to tell them about my investment style and goals. A client portal is offered which makes it easy for me to check on my investments. Emails I have written have always been answered quickly and resolved and questions to my satisfaction. SPG provides monthly emails on the current state of the markets as well as emails from their Retirement Team. They showed concern for their clients during this time of Covid-19 by providing face masks for our safety and a packet of postcards to allow us to communicate with a personal touch with friends and family. I am a satisfied client with SPG Advisors for over a year now and intend to continue working with them.