
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.
Check the background of investment professionals on FINRA’s BrokerCheck.
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.
See if you are on track to meet your financial goals
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
