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.
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Our Reputation, Your Words
Clients across Bountiful, Utah, and the United States trust our financial advisors for retirement planning, investment management, and personalized service.
James Shupe2025-06-06 Alex Cramer is very professional and knowledgeable. He has improved my retirement accounts far more than I thought was possible. Thank you Alex! Brien Norton2025-05-09 My wife, Tracey, and I met with Alex Craner on Wednesday morning May 7. It was a very helpful discussion on the state of the US economy and the status of our investments. We were reassured that our retirement investments are performing better than the S&P 500 index. And although the economy may be headed into a recession, it would appear that Strategic Planning Group is keeping up with market trends and adjusting accordingly. We have confidence in their stewardship of our money. Brien (Ben) Norton trudene james2025-05-05 Very nice atmosphere Everyone is kind and welcoming Very secure in the handling of our accounts Tyler Jensen2025-05-02 James Lindley2025-04-16 Meredith F.2025-04-10 Strategic planning has been growing my parent's wealth since the early 2000's, as well as my own since 2016. Their staff is incredibly professional and friendly, and their financial advisors are all excellent! My mom has always said that joining SPG is the best financial decision she's ever made, and I feel the same way. Thank you, SPG, for the many years of financial growth and confidence my family and I have enjoyed. Ted O2025-01-23 Gloria Silva2025-01-10 We have had such wonderful service and advice from Strategic Planning Group. John and all of the staff have been amazing to work with. They are always readily available for whatever we may need. I would highly recommend them for any of your financial needs. David Toone2025-01-09 Kim Fahrenkrog2025-01-04 everyone at Strategic is amazing to work with!Google rating score: 5.0 of 5, based on 207 reviews
Why Strategic Planning Group
Experience
With over 40 years of financial planning experience in Utah and beyond, we offer trusted retirement, investment, and income strategies tailored to each life stage. Our advisors are here to answer your questions — whether you're just getting started or nearing retirement.
Reputation
Strategic Planning Group is recognized for helping individuals and families plan their retirement throughout Bountiful and across the Wasatch Front. As fiduciary financial advisors, we are committed to transparency and long-term client success.
Results
Our proven process supports consistent, personalized monitoring of your retirement strategy. From 401(k) allocations to income planning, our goal is to help you stay on track — with results that reflect your financial priorities.
Our Office

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
