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.