Fee Based Fiduciary Advisors: Servicing All 50 States
Fee Based Fiduciary Advisors: Servicing All 50 States
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STRATEGIC RETIREMENT SCORE (SRS)®
SECOND OPINION SERVICE (SOS®)
The right moves could make all of the difference. We are here to help lead the way.
- Ryan Report
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- Ryan Report
- Our Blog
- Ryan Report
- Our Blog
Our Reputation, Your Words
Rory Weaver2024-07-02All the folks at SPG have been fabulous to work with. Thanks for watching out for us for almost 20 years. We are truly enjoying our retirement and living comfortably thanks to you. Rory and Michelle Weaver
franklin navarro2024-06-27Excelente 👌 👌
Antonio Arellanes2024-06-09
Sue H.2024-05-15We have been clients of Ryan for 20 years. We have recommended him to many of our friends and we will continue to do so. Ryan and his staff are trustworthy , kind, professional and I know they have our best interest at heart.
L Tafoya2024-05-14Great knowledgeable people who know how to manage your finances and are easy to work with. Highly recommend SPG
Susan Olson2024-05-07Craig and I highly recommend Strategic Planning Group (SPG). We chose SPG after spending months researching financial advisors. We have been with SPG almost 6 years and our returns have exceeded market returns. Our financial and retirement goals have become a reality! John Park is our advisor and he is beyond amazing. He is an expert in all things financial…and he loves this stuff. John (and the entire SPG team) is committed to OUR success. Because of John we don’t worry about market turbulence and can relax. Peace of mind, what is that worth?!? Referrals are one of the highest endorsements/compliments one can give. We have referred John to our family/friends/coworkers – several of whom have chosen to utilize John and SPG. Do yourself a favor, contact SPG and talk to them!
Mike Dahle2024-04-29Great evening as always. I have been a client for decades and am always impressed with all of the staff. Each milestone or concern has met masterful guidance and profitable resolutions.
Tony Colvin2024-04-24We absolutely love working with Strategic Panning Group! Tom is so compassionate and really takes the time to explain things to us. I trust him and genuinely appreciate his commitment to making our retirement goals a reality.
Mikey Parkin2024-04-15
kay bruce-pierce2024-04-02Google rating score: 5.0 of 5, based on 166 reviews
Why Strategic Planning Group
Experience
With over 30 years of industry knowledge, we are equipped to answer your financial questions at any stage of life.
Reputation
We are helping clients plan their retirement up and down the Wasatch Front.
Results
We are engaged in the consistent competent monitoring of your Strategic Plan.
Our Office
![Image](https://www.spgutah.com/wp-content/uploads/2020/10/01042018SPGHS-038-270x403-1.jpg)
Strategic Planning Group is located on historic Main Street in Bountiful, Utah. As the home of Bountiful Lumber for more than 80 years, our building is one of Bountiful's best-known locations. In its long history, Bountiful Lumber and Supply helped to build the community and we are excited to offer the same great support to the town.
VISIT NOW
Why Strategic Planning Group
Experience
With over 30 years of industry knowledge, we are equipped to answer your financial questions at any stage of life.
Reputation
We are helping clients plan their retirement up and down the Wasatch Front.
Results
We are engaged in the consistent competent monitoring of your Strategic Plan.
Our Office
![Image](https://www.spgutah.com/wp-content/uploads/2020/10/01042018SPGHS-038-270x403-1.jpg)
Strategic Planning group is located on historic Main Street in Bountiful, Utah. As the home of Bountiful Lumber for more than 80 years, our building is one of Bountiful's best-known locations. In its long history, Bountiful Lumber and Supply helped to build the community and we are excited to offer the same great support to the town.
VISIT NOW