Welcome to Strategic Planning Group
"Our Pledge to You, Your Family, & Your Business"
We work with results-oriented clients who are concerned with protecting what they have worked so hard to achieve. Our firm is different because we help our clients succeed by personally assisting them in structuring their goals so they are covered during the worst of times and are strategically prepared during the best of times.
Our relationship with the client is of paramount importance, and we treat them like family- staying ever mindful that our job is to ask the tough questions so the time never comes when we have to look their loved ones in the eyes and explain why we didn't.
We hope you take advantage of this resource and visit us often. We look forward to serving you humbly, with the utmost respect, and a true desire to partner with you in your path to success.
Yours to Count On, Weldon W. Doe, IV
Bill N. Lowther
Helpful Content
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Retirement Seen Through Your Eyes
What's your vision of retirement?
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Markets React
When markets shift, experienced investors stick to their strategy.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.