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
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.