Fee Based Fiduciary Advisors: Servicing All 50 States
Fee Based Fiduciary Advisors: Servicing All 50 States
STRATEGIC RETIREMENT SCORE (SRS)®
SECOND OPINION SERVICE (SOS®)
The right moves could make all of the difference. We are here to help lead the way.
- Ryan Report
- Our Blog
- Ryan Report
- Our Blog
- Ryan Report
- Our Blog
Our Reputation, Your Words
Paul D2024-09-06Glad we began our relationship with SPG. Really appreciate Tom Craner’s knowledgeable and helpful manner.
Maddison Cunningham2024-09-06
Kay Powell2024-09-04Excellent knowledge of IRA, trusts, stock market, other financial services. Years of experience. Excellent customer service. We totally recommend Strategic Planning to friends and family!
Keith Foulger2024-09-04We have been with Strategic Planning group for over 20 years and could not be happier. Ryan Craner has put together an amazing team. Ryan has been our advisor the entire 20 plus years. His advice is always spot-on and takes the stress out of estate planning, especially regarding financial matters. His entire team has been so good to work with - always polite and helpful. The strongest example of the team’s professionalism was getting us through the 2008 international economic meltdown which was the worst worldwide financial crisis since the Great Depression of the 1920’s and 1930’s. We were living in Europe at the time, but Ryan and his team simply took care of everything. The bottom line is this: “If you want stress-free, professional financial planning, the Strategic Planning Group is your place!!!”
Conor Cross2024-09-02Tom Craner and SPG are the best! My partner and I know how to save, but needed lots of help making investments and planning for retirement. We fully trust Tom and his team. Tom is super smart and transparent about his plans and investment strategies. He respects our preferences and makes our money grow. We're happy to hand over the reigns to Tom and SPG; they take a wholistic approach to financial planning and make it very easy and unintimidating!
Trisha Budge2024-08-25
Dylen Campbell2024-07-31Our retirement continues to grow at an impressive rate, far better than anything I’d be able to do on my own. Very grateful for Alex and the team for the kindness and support they’ve shown my family.
Action Recovery Group2024-07-11So grateful for strategic! Their office staff is on top of everything and so so so kind !! Ryan is the best ! He explains everything in a very calming way- giving us full control while guiding me and my husband to do what is the best for our family's future!
Rory Weaver2024-07-02All the folks at SPG have been fabulous to work with. Thanks for watching out for us for almost 20 years. We are truly enjoying our retirement and living comfortably thanks to you. Rory and Michelle Weaver
franklin navarro2024-06-27Excelente 👌 👌Google rating score: 5.0 of 5, based on 171 reviews
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.
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
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.
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