Our Approach
At Strategic Planning Group, we believe every financial journey deserves a clear and personalized plan. Founded by Ryan Craner, our firm was built with one simple concept in mind: to help clients create an all-inclusive written Strategic Plan™. Just as a blueprint guides the construction of a home, a Strategic Plan™ provides structure and direction for your financial life.
Why a Written Plan Matters
Many people receive financial recommendations without having a full plan in place. This can lead to fragmented strategies or sales-driven advice. Our approach is different. Your Strategic Plan™ is a written document that identifies your goals and outlines strategies in areas such as retirement planning, wealth management, financial security, tax reduction, and risk management.
By creating this financial roadmap first, we ensure your current assets and resources are properly positioned to support your life’s objectives. Having a comprehensive plan allows you and your advisor to make informed decisions rather than relying on one-size-fits-all solutions.
Comprehensive Financial Services
We provide financial planning and wealth management services to clients in Bountiful, Salt Lake City, and throughout Utah. Our areas of expertise include, but are not limited to:
- Personalized Wealth Management Strategies
- Retirement Planning Services in Utah and across all 50 states
- Family Legacy and Estate Tax Planning
- Investment Strategies Designed to Fit Your Goals
- Tax Reduction and Risk Management Approaches
- Confidential, Ongoing Annual (or as needed) Client Reviews
- Consumer Education and Financial Guidance
- Long-Term, Multi-Generational Client/Advisor Relationships
A Trusted Partnership
Our focus is on building lasting client relationships that span generations. By combining disciplined financial strategies with ongoing education and communication, we strive to help clients feel confident in their financial direction. Whether you’re planning for retirement, managing substantial wealth, or protecting your family’s legacy, our advisors are here to guide you every step of the way.