Fee Based Fiduciary Advisors: Servicing All 50 States

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STRATEGIC RETIREMENT SCORE (SRS)®

WHAT'S YOUR SCORE?

Perfect Calendar™

The creation of your own written Perfect Calendar is a very important lifestyle consideration for retirement. Pre-retirement doubts and fears typically stem from the fact that many people don't have a carefully crafted and regularly updated written plan in place.

401(K) and IRA Analysis

Verifying your 401k and IRA meet your retirement objectives is crucial. We will help you decide if you need to roll over a 401k, recommend a personalized 401k allocation, or make other changes to help you better achieve your retirement goals.

Retirement Planning

We help you develop a blue print for your retirement plan. We will analyze all sources of income such as, social security filing strategies, pension analysis, investment asset allocation, and more. Resource coordination is vital to retire successfully.

Wealth and Investment Management

Clients engage us for our experience in investment portfolio management. We will customize a strategy that fits your personal needs. Your investments are a crucial part of your overall retirement strategy.

SECOND OPINION SERVICE (SOS®)

MORE INFORMATION

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    The right moves could make all of the difference. We are here to help lead the way.

    CONTACT US

    Our Reputation, Your Words

    Clients across Bountiful, Utah, and the United States trust our financial advisors for retirement planning, investment management, and personalized service.

    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

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    Strategic Planning Group is proudly located on historic Main Street in Bountiful, Utah. With deep roots in the community, our office—formerly the site of Bountiful Lumber for more than 80 years—has become a local landmark. As a financial advisory firm serving clients throughout Utah and across the country, we’re honored to carry on a legacy of trust, service, and local connection.
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    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

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    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.
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