Sound Planning Group

Specialties

Specializing in Financial Advising, Safe Money Strategies, Long-​Term Care, and Medicare

History

Established in 1998.

Serving the Pacific Northwest Since 1998, Sound Planning Group specializes in providing Retirees and Pre-​Retirees with security, consistency, and predictability in their retirement, through sound strategies proven to last a lifetime… no matter what the Stock Market does.

Meet the Business Owner

David S.

Business Owner

David Stryzewski is a Certified Senior Advisor, College Educator, and Investment Advisor Representative. David is the President of Sound Planning Group, an independent advisory firm established in 1998 by his father (Mark) who still actively practices with him today.

They specialize in providing Retirees and Pre-​Retirees with proven strategies that deliver security, consistency, and predictability in their retirement regardless of Stock Market volatility. They do this through a very practical yet cutting edge process called «The ABC’s of Retirement Planning» which has been developed into a course and book that they teach at various college campuses throughout the Greater Seattle area.

Sound Planning Group has locations in Bellevue and Mountlake Terrace, and faithfully serves over 2,000 active clients.