About Strategic Planning Group

About Strategic Planning Group
Strategic Planning Group, Inc. is committed to providing the resources and expertise to help our clients accumulate, protect and transfer their wealth.  Hiring a trustworthy advisor to talk with you and help you design and implement a successful planning strategy is no easy task.  At Strategic Planning Group, Inc. we have the experience needed to help our clients create a strategy. We are committed to acting solely in the long-term interest of our clients, rather than the short-term interests of external stakeholders. As an independent firm, we can invest significant time, energy, and resources in our efforts to ensure that every aspect of our investment management and financial planning businesses are fully aligned with our mission of prudently enhancing and protecting our clients’ wealth.

 

Financial Planning

Both John and Chris are Certified Financial Plannerprofessionals
Learn more

College Education Planning

With education costs rising at a staggering rate, funding your children’s or grandchildren’s education is more challenging than ever.
Learn more

Retirement Income Planning

Whether you are already saving for retirement or beginning to spend the assets you’ve accumulated for retirement, you need a plan.
Learn more

Estate Planning

Proper estate planning is critical to make sure your estate will be transferred to your heirs and beneficiaries in the most efficient and unencumbered method possible.
Learn more

Business Retirement Planning

Qualified retirement plans and executive compensation plans are two of the most common solutions to business retirement planning.
Learn more

Check the background of investment professionals on FINRA’s BrokerCheck.

Our Team

We are committed to providing useful resources and quality advice. Click here to learn more about our team.

Our Services

We cater to individuals, families, and businesses. Click here to discover a solution that fits your needs.

Contact Us

Call or email to set up a complimentary consultation.