Guiding Communities to Financial Clarity
A Light in the Community
Working With Us
Our Mission & Values
Model for Financial Success
Guidance With Your Goals In Mind
Rugby & Penn Mutual
Giving Back on the Pitch
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Strategic Planning Group has a mission to be a transformational force in our community by utilizing wealth protection, multi-generational legacy planning, charitable gifts, and financial planning strategies by advocating for our valued clients, and those that they care most about. Our process protects and maximizes wealth potential and allows for the control and enjoyment of that wealth.
Transformational Force in the Community
Supporting Your Goals
Engage. Educate. Elevate.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.