Kaylee Carter's Contact Details

Kaylee Carter's Company Details

Sound Planning Group

Kirkland, WA, US • 20 - 49 Employees
Financial Services

SPG Advisors LLC specializes in the distribution phase of our clients' financial lives by providing retirees and pre-retirees with customized strategies that focus on security and consistency in retirement. Our focus is to evaluate our clients' goals and identify competitive advantages in their retirement planning process. Industry regulations prohibit endorsements or testimonials for SPG Advisors LLC or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, and any such content will be deleted since it is strictly prohibited.Strategic Benefits, Inc. and SPG Advisors, LLC collectively operate under the brand name of Sound Planning Group. Sound Planning Group is not affiliated with or endorsed by the Social Security Administration or any government agency. Advisory and financial planning services are offered by SPG Advisors LLC, an affiliated SEC Registered Investment Advisor. Medicare consulting and insurance products are offered through Strategic Benefits, Inc. Sound Planning Group works with qualified attorneys and accountants on legal and tax considerations; SPG does not provide tax or legal advice. Consult with your tax or legal professional prior to making any financial decisions for your personal situation. ​​​​Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain quality or type of results if Sound Planning Group or SPG Advisors is engaged, or continues to be engaged, to provide financial planning or investment advisory services, nor should it be construed as an endorsement of Sound Planning Group or SPG Advisors by any current or past clients. See our full disclosure here: https://myspg.com/disclosure/