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.

     
     
     
     
     
     
     
      
     
     
     
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     Kimberly Wagner profile picture 
     
     
     Kimberly Wagner 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
    We have been working with Strategic Planning Group for close to 40 years, and we have always felt heard, valued, and respected--even back when we were kids with little to invest but big dreams.   More importantly, they have helped those financial goals become a reality!  John Park is the goat.  Would 200% recommend!
      
     
      
     
     
     
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     Diana Cameron profile picture 
     
     
     Diana Cameron 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
    Strategic Planning Group is truly the best! You don’t feel like just another client with them. They treat you like family! John is not just an exceptional financial advisor, he’s an exceptional person that has become a true friend. I have complete confidence in him and I know my financial future is in excellent hands!
      
     
      
     
     
     
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     William Woudenberg profile picture 
     
     
     William Woudenberg 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
      
     
      
     
     
     
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     John Walker profile picture 
     
     
     John Walker 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
    Our experience with John Park and Strategic Planning Group has been exceptional. The level of confidence in our financial plan that John and the Strategic team have provided to our family cannot be overstated.  John is a consummate professional in handling our portfolio and simultaneously ensures a sincere personal connection with our family; this is where trust is built.
      
     
      
     
     
     
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     Darrin Albright profile picture 
     
     
     Darrin Albright 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
    Have been with them for some time. Very good track record.  Very happy with the service they have provided for us Doing great in retirement because of there plan.
      
     
      
     
     
     
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     Suzan Bruce profile picture 
     
     
     Suzan Bruce 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
    Very knowledgeable. Smart people that want your success in your investment. When I have success they have success
      
     
      
     
     
     
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     willie wouden profile picture 
     
     
     willie wouden 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
    Friendly, knowledgeable, great company. I'm glad I switched from my previous planner
      
     
      
     
     
     
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     Alton Johnson profile picture 
     
     
     Alton Johnson 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
    Still... Making more money than I thought possible...thanks! My roll over investment has more than doubled in three years. I need you to get you to talk with them... best money decision I've ever made.
      
     
      
     
     
     
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     Dave Craig profile picture 
     
     
     Dave Craig 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
    This team is fantastic, you feel like part of their family.  They produce content results and we wouldn’t think of dealing with any other team.
      
     
      
     
     
     
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     colleen nordberg profile picture 
     
     
     colleen nordberg 
     
     
     
     Google star 1Google star 2Google star 3Google star 4Google star 5 
      
     
      
     
     
     
     
     
     
     Google rating score: 5.0 of 5, based on 277 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

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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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