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David brings a wealth of knowledge, having appeared on major TV networks and spoken at numerous conferences. He will guide you through essential strategies to optimize your retirement.


We have been involved with SPG since 2019 and feel very supported with our financial goals. We have worked with Loren Downs and Joe Duncan and have found both of them knowledgeable and supportive. We feel that they truly care about us and our financial future. We strongly recommend Sound Planning Group!
Linda Todd

SPG has been our trusted and valued partner for several years. Their advice has been sound and knowledgeable based on our specific situation and goals as well as the market. Retirement modeling is comprehensive and has far exceeded expectations. Our Financial Advisor Tyler Lively has been great.
Dean Weinmeister

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