Our Firm

Our philosophy at The Strategic Planning Group is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.


  1. Identify lifetime objectives & strategies
  2. Understand all your options
  3. Determine your risk profile
  4. Build your stable allocation model
  5. Optimize your investment allocations
  6. Identify tax reduction and catastrophic protection strategies
  7. Schedule regular periodic reviews

An informed client is a good client.

The Strategic Planning Group would be pleased
to steer your course toward a lifetime of financial security.
 Call, email or stop by for details regarding how we can help you reach your financial goals!