Strategic Planning Group

Strategic Planning Group is a fee-based fiduciary financial advisory firm with over 40 years of experience serving clients throughout Utah and across all 50 states. Based in Bountiful, they specialize in retirement planning, investment management, 401(k) and IRA analysis, and wealth management tailored to each life stage. Their proprietary tools—including the Strategic Retirement Score® and Perfect Calendar™—help clients build comprehensive retirement blueprints and achieve long-term financial success with personalized monitoring and transparent guidance.