Strategic Planning Corporation
Financial Advising
Why pick this one
Strategic Planning Corporation combines wealth coaching with investment, tax, retirement, education, estate, and risk-management planning as a Registered Investment Advisor.
Best for
- households seeking coordinated tax and cash-flow planning
- people planning for financial independence or retirement
- families planning education funding
- clients needing investment planning and management
- households addressing estate, elder-law, or insurance planning
Look elsewhere if
- people specifically seeking brokerage transaction services
- people specifically seeking representation from an insurance agent
Specialties
- income tax and cash flow planning
- investment planning and management
- financial independence and retirement planning
- education planning
- estate and elder law planning
- capital needs, risk management, and insurance planning
Certifications
- Registered Investment Advisor
What makes them different
- Positions its service as wealth coaching rather than brokerage, insurance-agent, or traditional planner services
- Offers educational workshops for clients
- Provides access to educational report series
- Publishes a podcast through Apple, Google, Spotify, and Stitcher
- Lists six planning areas spanning taxes, investments, retirement, education, estate matters, and risk management
Distilled from this business's own website.
Contact & Location
- Address
- 291 Marshall-Smith Rd, Colfax, NC 27235
- Phone
- +13366684338
- Website
- http://www.SPCinvesting.com/
- info@SPCinvesting.com
Services
- wealth coaching
- financial planning
- investment management
- retirement planning
- education planning
- estate planning
- risk management and insurance planning