SPG Advisors LLC

Are you tired of constantly worrying about your retirement plan?

At Sound Planning Group, we understand the importance and complexity of retirement planning. That’s why our team of experts works tirelessly to create personalized plans for each of our clients.

Imagine having a clear and comprehensive plan that gives you peace of mind, regardless of market fluctuations. With Sound Planning Group, that dream can become a reality. Our goal is to make sure you can enjoy your golden years without any financial worries.

Don’t wait any longer – take control of your future with Sound Planning Group. Schedule a consultation today and let us help you secure the retirement you deserve!"

https://myspg.com/retirement-planning/



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Peace of mind is priceless. Gain it with a solid retirement plan. Join our 'Principles of Retirement Planning' class at University of Washington Bothell on February 6th and 10th. Sign up today!

https://myspg.com/workshops/



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Learn about effective forward-thinking withdrawal strategies at our 'Social Security & Taxes' workshop on January 30th or February 3rd. It's never too late to learn something new. Learn how you can secure your future with sound financial education. Sign up today!

https://myspg.com/workshops/



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We understand that planning for retirement can be overwhelming. That's why we've outlined a comprehensive plan that can help you achieve your retirement goals.

Imagine living out your dreams during retirement - traveling the world, spending time with family, pursuing new hobbies. With Sound Planning Group, these dreams can become a reality. Our experienced team will work with you every step of the way to ensure that your future is secure and stress-free.

Don't linger any longer! Do something your future self will thank you for.

Contact us today and let Sound Planning Group guide you towards a worry-free retirement lifestyle.

https://myspg.com/retirement-planning/



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Be tax-smart in your golden years! Attend our 'Social Security & Taxes' workshop on January 30th or February 3rd to learn strategies to manage your retirement income efficiently. Sign up now for just $15. Workbook is included!

https://myspg.com/workshops/



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Are you ready to secure your financial future?

Retirement planning can be overwhelming and confusing, but at Sound Planning Group, we make it simple.

Our team of experts specialize in creating personalized retirement plans that take into account all aspects of your life - Imagine having peace of mind knowing that your golden years are taken care of. With our comprehensive retirement plan, you can relax and enjoy the fruits of your labor without worrying about finances.

Take control of your retirement by contacting Sound Planning Group today for a consultation. Your future self will thank you for it!

https://myspg.com/retirement-planning/



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Get educated about Medicare. Don't miss our last Medicare class at the University of Washington Bothell on January 27th! Learn how to make informed decisions about your Medicare plan. Register online before it's too late! https://myspg.com/workshops/


https://ow.ly/Bu6H50QtL4O

Empower yourself with knowledge! Join our Medicare class on January 23rd or 27th at the University of Washington Bothell. Sign up today to reserve your spot and get a complimentary workbook: https://ow.ly/CGuj50QtL0f


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Retirement planning can be a puzzling process, but when solved correctly, can lead to a future of financial security and peace of mind.

Join us at an upcoming course to learn how YOU can take control of your financial future with confidence and clarity.

Our courses focus on topics of key interest to baby boomers, including investment strategies in a low-interest rate market, maximizing your income in retirement, and using tax-advantaged strategies to leave a legacy for loved ones.

Click the link below to register for an upcoming workshop today!
> https://myspg.com/workshops/

Are you prepared for retirement?

Over 16.5 million baby boomers are facing financial insecurity, with incomes below 200% of the federal poverty line. Forcing many to return to the workforce post-retirement.

What if YOU didn't have to?

Learn more about our 7-Step Process for Strategic Planning that can help you stay retired.
> https://myspg.com/retirement-planning/

The days of relying on Social Security and pensions to fund retirement are disappearing.

In this guide, we focus on how to navigate the financial challenges you may face down the road and why a retirement income analysis MATTERS for your future.

Click below to get your free guide today!
> https://myspg.com/resource-library/

Making financial decisions shouldn’t be complicated. Let us help you chart your course.

Click below to schedule your complimentary, no-obligation Discovery meeting today!
> https://myspg.com/schedule/

Thanks to everyone who came out in the rain to make SPG's inaugural Shred Day such a big success! Our team members really enjoyed getting to put faces to the names of the families we serve. We plan to have another Shred Day before the end of the year so start getting those boxes ready!

Don’t forget that our Shred Day event is tomorrow! We’ll be in the parking lot of our office with a paper shredding truck. Stop by any time between 10 am - 1 pm!

Join us for SHRED DAY at the SPG office! We’ll have a shredding truck to shred your sensitive documents securely. Give us a call to learn more.

Do you have documents you need to throw away but don’t have a secure way to do so? Join us for our Shred Day event where we’ll securely shred your paper on the spot. Things you should shred:
- Previous tax returns
- Credit card offers
- Bank statements
- Canceled or voided checks
- Pay stubs
- Old papers with a Social Security number

It’s likely your Medicare costs will go down in 2023. Learn more about your Medicare premiums at our Medicare 101 workshop:

https://myspg.com/workshops/

Stop by to see us on Saturday, June 10th to shred documents you no longer need! We have partnered with Confidential Data Disposal to provide a safe and eco-friendly way to reduce your paper trail and help prevent identity theft.

**Medicare 101 Workshop**

Discover the essential Medicare options that are right for YOU. Join us for an educational workshop at Bellevue College:

Monday, June 5th @ 6:30 pm - 8:00 pm

- OR -

Saturday, June 10th @ 9:00 am - 10:30 am


During this course, you will learn:

- What to do if you currently have employer or union health care coverage

- Important steps to take before enrolling in a Medicare plan (including deadlines and penalties)

- The difference between Medicare Supplement and Advantage Plans

- How to find a plan that will work with your doctors (some physicians will not accept Medicare)

- Whether or not you will need to pay a surcharge tax because of your income bracket
.. and so much more!

Click the link below and reserve your seats today:

>https://myspg.com/workshops/

One of the many topics discussed during the Social Security & Taxes workshop is how you may be able to reduce or potentially eliminate taxes on your Social Security benefits. This is beneficial knowledge for those who may have ordinary income or capital gains income during retirement. Register for our upcoming class hosted at the Lynnwood Event Center this month:

https://myspg.com/social-security/

According to an article on SSA.gov, approximately 70 million Americans will see an 8.7% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2023. Understanding how to maximize your benefits and create stable income in retirement has never been more critical. See what you need to get your plan in order today!

https://myspg.com/social-security/

Our licensed Medicare Agents work closely with several of the top insurance carriers to create customized solutions that fit your needs. Whether you’re tackling initial enrollment or looking to lower your Medicare costs, we can help find the right plan for you. We’ll also walk you through the enrollment process from start to finish to ensure you don’t miss out on even one day of coverage. Sign up for Medicare 101 online or give us a call to schedule a call with a Medicare agent: 425-943-9143

https://myspg.com/medicare-101/


Medicare consulting and insurance products are offered through Sound Planning Group, Inc. SPG is not affiliated with or endorsed by any government agency.
Sound Planning Group, Inc (SPG) contracts with major carriers in the marketplace that we feel bring value to our Medicare planning process. SPG does not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or call 1-800-MEDICARE to get information on all of your options.

Do you plan to work past 65? What if you have health insurance through an employer? What do you do when your spouse turns 65 after you? These are all common questions you will need answers to as you prepare to turn 65. Take our Medicare 101 class to learn all about these topics and more. Reserve your spot today:

https://myspg.com/medicare-101/

Q1 of 2023 is wrapped! Please consider watching the Q1 2023 Review from CIO, Joe Maas:

http://ow.ly/HT6450NKQnS

One of the most beneficial topics discussed in Social Security & Taxes class is how to best optimize the timing of when you or your spouse claim benefits. We dive into this topic and more during our Social Security and Taxes class this Saturday at Bellevue College. Sign up online:

https://fes.courses/sst/

Planning for retirement can be an overwhelming thought. Educating yourself now can help you be better prepared for the future. Learn more about our Medicare, Social Security & Taxes, and Retirement Planning courses online:
myspg.com/workshops

SPG prides itself on creating a team of genuine, caring people who enjoy building relationships with people. We are seeking a licensed Medicare Agent who is energetic and knowledgeable in the industry. Learn about our team and the job opening here:

https://myspg.com/careers

Our team is growing! We are looking for a Medicare Agent who is knowledgeable of Medicare regulations and the available healthcare plans. The primary responsibility of this role will be to convert leads provided by SPG’s ongoing marketing efforts. Learn more about the job requirements here:

https://myspg.com/careers

Planning for retirement can be an overwhelming thought. Educating yourself now can help you be better prepared for the future. Learn more about our Medicare, Social Security & Taxes, and Retirement Planning courses. Visit:

myspg.com/wprkshops

We’re hiring a Medicare agent at SPG! Learn more and apply for the job opening here:

http://ow.ly/3JYW50N0PCs