About Spartan Planning Group
Reviews for Spartan Planning Group
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Spartan Planning Group is a dedicated, fee-only financial planning team that prioritizes clients' best interests without additional compensation. They take a systematic, metrics-based approach and consider every aspect of clients' financial situations. Known for their attentiveness and responsiveness, the team guides clients toward their financial goals while protecting assets in market downturns. Clients appreciate the clear communication and impressive returns. Many have noted that the team provides excellent financial advice, helping them build a strong foundation for retirement and manage charitable foundations effectively. The team regularly conducts check-up meetings and is always available for questions, making clients feel that their best interests are a priority. Spartan Planning Group comes highly recommended for anyone seeking disciplined and thoughtful financial guidance.
Quickly available to answer questions and provide guidance. They ask great questions to understand my needs/desires for financial life planning purposes. Disciplined/effective risk management strategy implementation. Of most importance to me, I have experienced a high degree of trust in Spartan Planning’s ability to look after my financial needs/interests.
If you aren't aware of how financial advisors work...you need to understand that this firm is different in the best ways. They have no outside incentives other than to serve and honor you, their client. This is not super normal...which is why their clients love them so much. They care about ALL of your needs...not just investments.
This is the first time my wife has ever felt confident that she would be ok in the event something happened to me...more than policies and plans...they have people that are going to take care of her and my kids no matter what happens.
You won't regret simply having a meeting with them.
We have had a great experience with the Spartan Planning Group. David and his entire team are very knowledgeable and provide thorough advice and strategies. They clearly understand our goals and work with us every step of the way. We appreciate their planning, counseling and communication – it’s a great partnership.
Philip and Sharon Gunst