Broker Check

Welcome to Strategic Planning Concepts

Strategic Planning Concepts is your trusted partner in financial prosperity, serving clients across the nation from our home base outside of Detroit, MI.  Our mission is simple yet profound: to provide you with a comprehensive suite of financial services tailored to your unique needs and aspirations.

Financial Guidance

We understand that financial success is not a destination but a journey.  Whether you're embarking on your career, building a family legacy, or contemplating retirement, our seasoned team of financial advisors stands ready to guide you every step of the way.  With a keen focus on investments strategies, legacy planning, and retirement readiness, we offer more than just financial advice-we offer confidence.  Our personalized approach ensures that your financial plan aligns seamlessly with your goals and aspirations, empowering you to navigate life's financial complexities with confidence.

From recent graduates charting their financial path to seasoned professionals planning for their golden years, our commitment remains unwavering: to empower you to achieve a lifetime of financial success. 


Investment Strategy

Put your money to work through a disciplined investment strategy. Contact us for a free consultation.

Retirement Planning

Plan your future with a structured retirement plan. Learn more about our retirement planning services.


Our Services

As a full-service establishment, Strategic Planning Concepts can assist you in a variety of ways.