Strategic Planning Concepts

Jeffrey Lemons _{on Google}

Jan 11th, 2023

Ive used SPC for years and they have provided sound financial advice. Trevor Asti specifically has been my advisor and he has provided yearly reviews to make sure I am on track for my long term financial goals. When I have had career changes he has helped me convert retirement plans and evaluate new plans with new employers and help me make selections with new 401(k) plans that are not part of SPCs management but are part of my financial portfolio. I would highly recommend this team.

Judy Draker Campbell _{on Google}

Jan 2nd, 2023

These guys are great!

Mitch Mellen _{on Google}

Nov 16th, 2022

I have worked with SPC for the past decade. The firm displays the utmost in professionalism and service. They are highly skilled and knowledgeable. I would give them my strongest endorsement.

Sue Brown _{on Google}

Jul 11th, 2022

Excellent advice on my long term retirement goals. Above and beyond what any other firm Ive had experience with. Would highly recommend SPC.

Coleman Teach _{on Google}

May 30th, 2022

My experience with Strategic Planning Concepts has been very good. They put together a financial plan based your personal situation. I highly recommend this company.