Strategic Planning Group
Bank Credit Union
Why pick this one
Strategic Planning Group specializes in integrating tax strategies with wealth management to protect and grow client assets.
Best for
- individuals seeking comprehensive financial planning
- business owners wanting to align personal and professional finances
- families planning for future generations
Look elsewhere if
- clients looking for low-cost options
- individuals needing quick, one-time financial advice
Specialties
- tax-efficient strategies
- succession planning
- wealth transfer
Certifications
- ChFC
- CPA
- NSSA
What makes them different
- team approach collaborating experts
- first priority is clients' personal situations
- long-term relationships with open communication
- proactive planning and execution
- wealth protection and maximization strategies
Distilled from this business's own website.
Contact & Location
- Address
- 6000 Fairview Rd #1425, Ste 1425, Charlotte, NC 28210
- Phone
- 7043626787
- Website
- http://www.strategicplanninggroup.com/
- jgreenwell@strategicplanninggroup.com
Services
- financial planning
- wealth management
- investment strategies