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
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.