Company Information

Get to know sound planning group

Sound Planning Group is a US-based Registered Investment Adviser (RIA) that has been in business for over 15 years. The firm's mission is to help clients achieve their financial goals and retire with confidence through a proprietary planning process called the "Sound Retirement Blueprint™". They offer a range of services including comprehensive retirement planning, investment management, wealth management, and insurance solutions, catering primarily to individuals and families preparing for or living in retirement.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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sound planning group

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.