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 Planner^™professionals

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College Education Planning

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

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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.

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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.

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Business Retirement Planning

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

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

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Our Team

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

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Our Services

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

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Contact Us

Call or email to set up a complimentary consultation.

See if you are on track to meet your financial goals

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10150 Lantern Road, Suite 150 | Fishers, Indiana 46037
John Direct: 317-284-5324 Chris Direct: 317-806-3083 Fax: 317-806-3082
john@spgfinancial.com | chris@spgfinancial.com | julie@spgfinancial.com | kerry@spgfinancial.com

Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Planning Group, Inc. are not affiliated.: Cambridge does not offer tax advice.

This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MI, MO, NC, NY, OH, OR, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Strategic Planning Group, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Strategic Planning Group, Inc.