We're Here For You

Given the evolving status of the Coronavirus (COVID-19), we want to assure you that Strategic Planning Group is committed to providing uninterrupted service to our financial professionals and their clients while also maintaining the safety and well-being of our associates.

You can count on Strategic Planning Group at challenging times like this. Our financial professionals and associates have dedicated themselves to delivering quality services that help you navigate life's uncertainties. We fully expect to maintain high levels of service and responsiveness.

Our parent company, Penn Mutual, has been keeping its promises for 173 years with a record of strong financial performance. They have protected what matters most through recessions, wars and pandemics and have always taken the long-term view. They are well positioned to handle interest rate changes, market volatility and other disruptors.

Given the current COVID-19 situation, we regularly monitor global and local developments as well as guidelines from the Centers for Disease Control and the World Health Organization. We remain confident in the precautions we've taken so far and in our ability to operate our business in a changing environment.

Helping you protect what matters is important to us. We hope that you and your loved ones are safe and healthy. Let us know if we can help in any way. E-mail us at the link below or give us a call, 704-362-6787.