Strategically Located to Serve You Better


Strategic Planning Group is dedicated to delivering customized and personalized service, along with clear and concise guidance. Whether you're a business owner, physician, busy professional, nearing retirement or a retiree, our primary objective is to ensure you have confidence when it comes to every aspect of your financial future.

An important part of our ability to support our clients is our Midwest location. At the Crossroads of America, we're able to offer highly responsive service to clients coast to coast in addition to Indianapolis and surround areas.