Strategic Planning Corporation

Strategic Planning Corporation (SPC) offers investment advisory services, financial and estate planning, seminars, and selection of other advisors. SPC gathers client information to determine needs, goals, and risk tolerance. SPC then prepares recommendations for financial planning and investments, which may include retirement or college funding. SPC may recommend investments in short-term instruments, stocks, bonds, mutual funds, or other investment vehicles. SPC also offers financial and estate planning services, including analysis of retirement funding, education funding, probate fees, death taxes, income taxes, estate liquidity, cash flow, survivor benefits, asset management and control, care of minors, business succession and asset protection.