How We Serve

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

Life Insurance

Long-Term Care

Disability

Estate Planning

Business Owner Planning

Trusts

Special Needs Planning

SAVINGS

Retirement Planning

College Savings

Fixed Annuities

Variable Annuities*

Immediate Annuities

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