Fee Based Fiduciary Advisors: Servicing All 50 States

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STRATEGIC RETIREMENT SCORE (SRS™)

SECOND OPINION SERVICE (SOS®)

AS SEEN IN


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    The right moves could make all of the difference. We are here to help lead the way.

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    Our Reputation, Your Words

    Sue H.
    Sue H.
    2024-05-15
    We 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 Tafoya
    L Tafoya
    2024-05-14
    Great knowledgeable people who know how to manage your finances and are easy to work with. Highly recommend SPG
    Susan Olson
    Susan Olson
    2024-05-07
    Craig 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 Dahle
    Mike Dahle
    2024-04-29
    Great 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 Colvin
    Tony Colvin
    2024-04-24
    We 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 Parkin
    Mikey Parkin
    2024-04-15
    kay bruce-pierce
    kay bruce-pierce
    2024-04-02
    gary tidwell
    gary tidwell
    2024-03-27
    TOM MAKES NUMBERS MAKE SENCE ESPECIALLY WITH ALL THE VOLATILITY IN TODAYS REALITY! STRATEGIC ROX!!!🇺🇲👍🏻
    jacob noren
    jacob noren
    2024-03-26
    Have been with the strategic planning group for just 6 months now and can assure they have been extremely easy to work with and very helpful to understand anything you might be unsure on! Finally have a vision on retirement thanks to Tom!
    Kansas Allen
    Kansas Allen
    2024-03-20
    We have been with Strategic Planning group for a few years and have been very happy with our results! Tom Craner is very helpful, friendly and thorough.

    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

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    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
    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