13777 Ballantyne Corp Pl.
Our team of dedicated financial professionals will provide knowledgeable advice to clients with financial planning to help create wealth and secure a future based on comfort and legacy. With our line of products and services, we can design a program that will provide our clients with the appropriate plan to meet their goals and needs.
Through our partnership with Penn Mutual Life Insurance Company, broker-dealer Horner, Townsend, and Kent, LLC, and various other carriers and relationships, we offer a wide variety of products and services including:
Business Owner Planning
Special Needs Planning
Financial Planning *
*Services offered through our broker dealer Hornor, Townsend, and Kent, LLC.
Combined with Penn Mutual's pioneering stability since 1847, Strategic Planning Group stands out as a premier financial organization.This approach is a big reason why we’re able to keep our promises to policyholders — and thrive as a company.
But don’t just take our word for it. See for yourself.
Reach out to us, and we can prepare a strategy for you.