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HOW WE SERVE

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:

PROTECTION

PROTECTION

Life Insurance

Long-Term Care

Disability

Estate Planning

Business Owner Planning

Trusts

Special Needs Planning

SAVINGS

SAVINGS

Retirement Planning

College Savings

Fixed Annuities

Variable Annuities*

Immediate Annuities

GROWTH

GROWTH

Stocks*

Bonds*

Mutual Funds*

Financial Planning *

*Services offered through our broker dealer Hornor, Townsend, and Kent, LLC.

Thriving. Resilient. Diversified.

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.

  • 170+ years of solid, uninterrupted financial strength 
  • One of the strongest dividend action histories in the industry over the last 20 years
  • Consistently high ratings from top industry ratings organizations, year after year


But don’t just take our word for it. See for yourself.

Have a Question?

Reach out to us, and we can prepare a strategy for you.

Contact Us