Making the right moves
now can set you up for a
successful retirement.

We are here to help lead the way.

JANUARY workshops

You and a guest are invited to join Wealth Management Advisors, Ryan Craner and John Park, for an educational workshop as they walk you through the do’s and don’ts of retirement planning. Seating is limited. Please reserve your space today by filling out the form below or calling 801-627-2200. 

Thursday, January 24th
at 6:00 P.M. 
OR
Friday, January 25th
at 2:00 P.M.

190 South Main Street
Bountiful, Utah 84010

Topics of discussion will include:

Learn the proper strategy of rolling over your 401(k).

Find out how much you need to retire and at what age. 

Learn about the tax-exempt strategy of Roth IRA’s.

Learn how to correctly structure your retirement investments.

Get the truth behind safe money investments where you get so-called “competitive returns” with no market risk.

Receive a review of the pertinent features of the new Trump tax law.

Do not fall for so-called Social Security “Secrets.” Learn about legitimate options.

CONTACT US

Have your questions answered by our advisors. Calling the office at 801-627-2200 or fill out our online form. ​

LEARN MORE ABOUT US

Browse our website and learn more about the Strategic Planning Group team.

SCHEDULE AN APPOINTMENT

Contact us for a complimentary, no-obligation consultation.

READ OUR ARTICLES

Browse our newsletter and blog articles for more information.

Frequently asked questions

Strategic Planning Group is a full-service financial advisory firm. We have been providing financial advice and investment management to people in Northern Utah for almost 20 years. Ryan Craner has been providing investment services since 1988.  John Park has been providing investment services since 2013. 

We provide comprehensive financial advice in the areas of retirement planning, income tax reduction, estate planning and investment planning. As part of a written financial plan, we also provide recommendations for investment services and tools that make sense for our clients. 

We structure our compensation to meet each individual client’s needs and preferences. We believe that your Advisor should be paid by you and not compensated by third party commissions.  

No. Our workshops are informational. You have the opportunity to meet our professionals, receive valuable information, and then if you desire, you can schedule a time to meet with them individually to ask questions and seek their advice. 

We offer this event as a complement to our local community. We will be making you aware of our investment advice as a service. You will never be pressured. Individually you will be invited to inquire if you would like more information. There will be very little reference to our services. All tax strategies should be reviewed with your CPA or tax advisor. Advisory services are offered through Strategic Planning Group, a Registered Investment Advisor with the SEC. Strategic Planning Group is not affiliated with or endorsed by the Social Security Administration or any government agency.

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