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
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.