Strategic Planning Group

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Map & DirectionsDirections1752 Combe Rd Ste 3Ogden, UT 84403 Write a ReviewWrite Review

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Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

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Phone: (801) 627-2200

Address: 1752 Combe Rd Ste 3, Ogden, UT 84403

Strategic Planning Group

Taxes

Tax Planning
Roth IRA
Most people generally experience some difficulty making the saving an accumulating of investment assets for retirement a high priority. This is evidenced by the fact that many do not take full advantage of, nor contribute the legal maximums to 401(k)s, Roth IRAs, regular IRAs, and other retirement savings vehicles available to them. They may engage in one or two options, but rarely maximize participation in the full array of options. One of the reasons for this common neglect can be the perceived lack of an immediate reward in the here and now.
Income Tax
If you are pre-age 59 1/2, you are subject to a 10% withdrawal penalty. You are also subject to a mandatory 20% federal income tax withholding.*

Investment

Investment Management
Strategic Planning Group specializes in the management assets such as 401(k) and IRAs. Hiring an investment management firm provides you with the additional support and expertise you need. From capital preservation to aggresive growth, and everything in between, Strategic Planning Group works with clients to achieve their unique goals.

Planning

Financial Planning
Too often in the financial planning process, the client receives a lot of attention up front, but once they’ve purchased the initial investment and insurance products, contact from the advisor significantly diminishes or disappears altogether. And to compound matters even more, many financial advisors fail to coordinate and meet with the client’s accountant, estate planning attorney and other advisors to collectively monitor their overall situation.
Retirement Planning
Annuities
The hope, of course, is that everything you’ve pieced together over the years—the investments, insurance products, annuities, retirement accounts—will all fit together to achieve your goals and objectives, and give you the desired outcome. This typical approach is what I call, “piecemeal planning” and in my 25 years as an advisor, I rarely see these piecemeal plans work out.
Asset Management
As I meet with potential clients and review the history of their past investment decisions, I often find a variety of mistakes. One of the most common is unnecessarily low net investment returns. There are a number of potential causes for this—unusually high investment commissions and internal expenses; improper asset allocation and diversification; emotional investment decisions based on fear, greed, or the latest mainstream media’s political and financial reporting; or just getting roped into gimmicky products or bad investment advice. The investment side of the implementation process is designed to address these deficiencies and help you create an overall balanced portfolio that is in harmony with your goals and objectives.
Living Trusts
Unfortunately, most people are so busy with their families, careers, community and church service, and hobbies, that they just don’t take the time, or don’t know how to thoroughly explore the “Analyze” process and the establishment of a Strategic Plan. Then there’s the problem of being bombarded with propaganda and promotions about everything from Living Trusts to the latest cutting-edge investment or insurance products. How do you know who to trust, who’s competent, which strategies are legal, which options make sense for you, which investment or insurance products are good or bad? In all of the confusion, some people procrastinate or just do nothing, while others use their best judgment to do what they can.

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