Financial Advisors
Bountiful, UT
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.
Ideal for: Pre-retirees and retirees, 401(k) and IRA holders seeking rollover guidance, individuals wanting a second opinion on existing financial plans, families seeking comprehensive wealth management
Service area: Bountiful, Utah and all 50 states
Fiduciary Fee-Based Model: Strategic Planning Group operates as fee-only fiduciary advisors with no commissions, ensuring advice is always aligned with client interests rather than product sales.
Proprietary Planning Tools: Their Strategic Retirement Score® and Perfect Calendar™ provide clients with customized written retirement blueprints and lifestyle planning that address pre-retirement concerns with concrete, regularly updated strategies.
Multi-Decade Client Relationships: Many clients have worked with the firm for 20-30+ years, reflecting deep expertise in guiding individuals through career changes, rollovers, and market cycles from early investing through retirement.
Address: 190 S Main St, Bountiful, UT 84010
Phone: (801) 627-2200
Website: spgutah.com
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