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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Business Cycle
How will you weather the ups and downs of the business cycle?