Second Opinion Service(SOS)™

STRATEGIC RETIREMENT SCORE (SRS)™

WHAT'S YOUR SCORE?

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

Our Office

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

401(K) and IRA Analysis

Verifying your 401(K) and IRA meet your retirement objectives is crucial. We will help you decide if you need to roll over a 401k, recommend a personalized 401k allocation, or make other changes to help you better achieve your retirement goals.

Retirement Planning

We help you develop a blue print for your retirement plan. We will analyze all sources of income such as, social security filing strategies, pension analysis, investment asset allocation, and more. Resource coordination is vital to retire successfully

Wealth and Investment Management

Clients engage us for our experience in investment portfolio management. We will customize a strategy that fits your personal needs. Your investments are a crucial part of your overall retirement strategy

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Learn More

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Learn More

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.

Learn more

Have a Question

Name

Email

Address

Phone

Question

Thank you! Oops!