What We Do

Sound Planning Group understands that financial planning is hard. This is why we have made instructional videos help you understand more about retirement. Want to see more? Check out our YouTube channel.

Who We Are – There for you when you need us most

Investment Policy Statement

Lets Look Forward

The Power Of A Trust

Medicare Planning – Who’s Looking Out For You?

Personal Financial Website Overview

Website Security

King5 News Segments

Fall Money Moves

As we head into the final months of 2019, there are some key money moves you should be making! Watch to learn what exactly we should do with our finances before fall turns to winter.

Financial Professional, David Stryzewski shares his tips and expertise on financial planning, market volatility, retirement planning and more. Subscribe to our YouTube channel.

Guarding your retirement investments against recession

Medicare Open Enrollment

Financial Improvement Ideas

Estate Planning Lessons

Protecting Your Money From Wall Street

Midyear Money Moves

Summer on Wall Street

Financial Independence

Money Lessons for Mom and Dad

Side Hustles

Senior Fraud Awareness Day

Refresh Your Tax Refund

Couples & Money 2019

America Saves Week 2019

Major Changes to the Tax Code in 2019

New Financial Rules for 2019

Money Moves to Make Before The New Year

3 Tax Strategies for Charitable Giving

Giving Thanks for Four Financial Lessons

5 Tricks to Get Your Savings on Track

4 Retirement Road Blocks

Steps to Writing a Will

Financial Moves to Make as Fall Gets Underway

Q13 News Segments

Financial Vows

Senior Fraud Awareness Day 2019

Last Minute 2019 Tax Tips

Mindful with our Money in 2019

Financial Fit in 2019