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

    Krystal F
    Krystal F
    2024-02-07
    John Park at Strategic Planning Group is not your average financial planner – he's more like the financial fairy godfather you never knew you needed. His knack for making finances fun is unparalleled. Not only does he make numbers fun (yes, you read that right), but his honesty, efficiency, and transparency make him the Gandalf of financial planning. John is the financial planner you'd trust with your lunch money and your retirement savings – and that's saying something! John and Strategic Planning Group hit all the marks for communication, knowledgesharing and financial growth. It is a disservice to yourself and your financial planning if you have not at least already scheduled a consultation with Strategic Planning!
    Aaron Shimerdla
    Aaron Shimerdla
    2024-01-26
    I have worked with Strategic Panning Group for the last few years and can not recommend them enough. The team over there is easy to work with, extremely knowledgeable, and very responsive. Finances can sometimes be confusing and intimidating, and the team is excellent and explaining things in a way that's easy to understand. I am 100% confident have them responsible for my investments.
    Crystal Lake
    Crystal Lake
    2024-01-17
    This company checks all the boxes that I (a millennial who doesn’t know how to manage my increasing income) was looking for: □ legitimate and enduring (opened in 80's) □ local (I want to know the name and face of the person managing my future) □ paid based on how much they make me □ competitively priced And most importantly □ values and respects customers If you are in your 30's or 40's and are looking for someone to help guide you in how to manage investing your increasing paycheck, this seems like a good place to start. I have not yet invested with this group, but I am planning on it in the next 1 to 3 years as we build our wealth. I was a little bit worried about all the 5 star reviews talking about an appreciation evening. I wasn't sure it they were paid reviews so I did my own digging. I called and talked to Alex who treated me with patience and respect even though my family is just starting our wealth building journey. We had a wonderful, helpful conversation. He offered some pearls of wisdom and was very generous with his time. I am planning to meet with him again next year after I pay down my debt.
    Brian Welch
    Brian Welch
    2023-12-12
    I cant recommend this company enough. Consistent positive returns and as a young professional this is the perfect place to start your retirement plan.
    Sherry
    Sherry
    2023-11-19
    The team at Strategic Planning Group is amazing. They clearly explain options, pros and cons of those options and the effect it will have on your future portfolio. I have had a great experience every time I asked a question or met with them in person. They truly care about their clients and I am so glad I found them. I look forward to working with them for many years to come. Thanks for all you do Strategic Planning Group.
    Riley and Beth Draper
    Riley and Beth Draper
    2023-10-07
    We love the service your company offers. We're totally happy. Our son Jeff Draper blesses our lives, and seems very content working for your company. Thanks for the very nice appreciation evening. Drapers
    David Taylor
    David Taylor
    2023-10-06
    I’ve been retired for 18 years and a client of SPG for 20. Ryan Craner has taken excellent care of our retirement finances, allowing us to continue to enjoy our ideal calendar, worry free, through good times and bad times in the Market. His SOS (second opinion service) has also been invaluable. I trust him entirely with our future! My wife agrees.
    Jim Christensen
    Jim Christensen
    2023-09-26
    Linda Christensen
    Linda Christensen
    2023-09-26
    Mike Dahle
    Mike Dahle
    2023-09-25
    Great evening as always.

    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