At Strategic Planning Group, we strive to provide effective retirementsocial security filing strategies, pension analysis, and investment asset allocation. We also analyze IRA and 401(k) plans to ensurethey are meeting expectations. Additionally, we offer wealth and investment management services that are tailored to

and tactics to achieve uncommon performance. Our three-pronged approach focuses on developing actionable strategic be a partner for success. Our Strategic Planning model and facilitation process will leave you employees and assisting executives in selecting critical team members, to brainstorming how to allocate

selecting low-cost, tax efficient ETFs and index funds that include the asset classes needed to achieve the. Miracle Mile will proactively manage your unique allocation to mitigate risk strategically. With consolidated performance reporting, we are

various services such as investment management, retirement planning, asset protection and estate planning. Our approach is tailored to meet each client's unique needs and risk tolerance. Through strategic allocation of investments and carefully selected investment managers, we