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
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! Jennie Elisabeth2024-12-19 Investing with Strategic Planning has been the best financial decision I’ve ever made. It’s incredible watching my money grow so much! They get better returns than the S&P 500, Strategic Planning is phenomenal. I can’t shut up about them, I only wish I had invested with them much sooner. The entire staff is wonderful to work with- Ryan, the owner, Risa, Nancy, Amy, Alex- they’re all so accommodating, helpful & amazing at what they do! Cory Sylvester2024-12-18 Fair honest and transparent financial advice Reed Mecham2024-12-18 Laura Pickard2024-12-18 John Park at Strategic Planning Group is amazing. I can't say enough about the care and service he performs. 100% if you're looking for a financial planner, please go see John! Robyn Zellmer2024-12-18 We met with our financial planner, Alex Craynor, for our yearly review. Alex is professional, extremely thorough, and detail oriented. He took time to answer all our questions. He explained where we currently stand with our investments and discussed options for future growth. We highly recommend Alex and the Strategic planning group. Scott and Robyn Zellmer Alton Johnson2024-12-13 Making more money than I thought possible...thanks!Google rating score: 5.0 of 5, based on 201 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