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Strategic Planning Group

Experience · Reputation · Results


We offer independent, objective financial planning advice to high net worth individuals and families. Every person needs a financial blue print. Just as you would need a blueprint to build a home, you need a Strategic Plan that serves as your blue print to build your financial structure.

Comprehensive, in-depth retirement, investment and tax-reduction planning can be complicated, confusing and downright daunting. This is why some people take shortcuts or avoid the complex process altogether. Others may have some form of planning in place, but often it can be superficial or missing vital components.

In order to build your unique Strategic Plan we created a process known as:


A.I.M logo

(Analyze, Implement, and Monitor)

The creation of a comprehensive Strategic Plan designed to help you achieve what truly matters most in your life.

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The careful implementation of specific strategies, tactics and tools designed to help you achieve your unique goals and objectives.

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A team of professionals engaged in the consistent competent monitoring of your Strategic Plan.


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