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Welcome to Strategic Planning Concepts

Strategic Planning Concepts offers comprehensive solutions through a spectrum of financial services. From investment strategies, planning for your family’s future, and preparing for retirement, Strategic Planning Concepts is your financial advisor in Michigan.

Financial Guidance

Whether you’re fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.

 

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.

Corporate Retirement Plans

We simplify the complexities of retirement plans. Strategic Planning Concepts helps plan sponsors deliver the highest quality program by providing services that seek to save time, reduce exposure to fiduciary liability, and promote an independent prudent process.  

Investments

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you work toward your goals through financial planning.

Insurance

A good defense is the best offense. Let Strategic Planning Concepts surround you and your family with our reliable insurance policies.

Retirement

Strategic Planning Concepts will educate you on planning for the future and get you excited for what’s to come.

College

Rising education costs require a forward-thinking plan. Strategic Planning Concepts can help you prepare for one of life’s biggest investments.

Consultation

We’d love to hear from you. Give us a call and we’ll get started.