Strategic Planning Group

Financial Services • Bountiful, Utah, United States • 21-50 Employees

Company overview

Headquarters	190 S Main St, Bountiful, Utah 84010, US
Phone number	+18016272200
Websites	strategicutah.com spgutah.com
NAICS	52
SIC	628
Keywords	Investments, 401K, Investing, Wealth Management, IRA, Asset Management, Retirement Planning, Financial Planning, Retirement, Investment Management, 401K Rollovers, Ira Analysis
Employees	21-50
Socials

Key Contact at Strategic Planning Group

Ryan Craner

President / CEO

Strategic Planning Group Email Formats

Strategic Planning Group uses 4 email formats. The most common is {first initial} (e.g., j@strategicutah.com), used 33.3% of the time.

Format	Example	Percentage
{first initial}	j@strategicutah.com	55.5%
{first initial}{last name}	jdoe@spgutah.com	22.2%
{first name}	john@strategicutah.com	22.2%

About Strategic Planning Group

Strategic Planning Group offers Retirement Planning, 401(k) and IRA Analysis, Wealth & Investment Management to individuals up and down the Wasatch Front. Retirement Planning: We help you develop a blue print for your retirement plan. We will analyze all sources of income such as, social security filing strategies, pension analysis, investment asset allocation, and more. Resource coordination is vital to retire successfully. IRA & 401(k) Analysis: Verifying your 401(k) and IRA meet your retirement objectives is crucial. We will help you decide if you need to roll over a 401(k), recommend a personalized 401(k) allocation, or make other changes to help you better achieve your retirement goals. Wealth & Investment Management: Clients engage us for our experience in investment portfolio management. We will customize a strategy that fits your personal needs. Your investments are a crucial part of your overall retirement strategy. Request an appointment today! (801) 627-2200 info@spgutah.com Advisory services are offered through Strategic Planning Group, a Registered Investment Advisor with the SEC.https://www.spgutah.com/online-disclosure/

Strategic Planning Group revenue & valuation

Annual revenue	$2,309,985
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$7,400,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Employees by Department

Strategic Planning Group has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Strategic Planning Group has never raised funding before.

Strategic Planning Group Tech Stack

Discover the technologies and tools that power Strategic Planning Group's digital infrastructure, from frameworks to analytics platforms.

Centminmod

Web servers

Gravity Forms

Form builders

Slick

JavaScript libraries

jQuery UI

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Thrive Quiz Builder

WordPress plugins

Google Analytics

Analytics

Frequently asked questions

Strategic Planning Group is located in Bountiful, Utah, US.

You can reach Strategic Planning Group at +18016272200.

Strategic Planning Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Strategic Planning Group

Ryan Craner

President / CEO

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