Financial Planning

Taking care of your parents can be emotional and expensive. Watch this video to learn about steps you can take to overcome these challenges.

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Aging Parents and Money

Both John and Chris are Certified Financial Planner™ professionals.  As CFP® professionals, they utilize their training, experience and expertise to prepare with their clients in-depth, custom financial plans.  Areas covered include investment management, taxes, cash flow, insurance and risk management, college, retirement, and estate planning.
Contact us today

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.

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Strategic Planning Group, Inc.