About Spartan Planning Group
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.
For the past five years, the team at **Spartan Planning** has selflessly served both our family and our business. They have taken the time to truly listen—to understand not only our financial needs, but also the nuances of our lives, our business, and our goals—and have crafted a plan that continually moves and challenges us toward financial success and health.
Through the inevitable ups and downs of life and business, they have guided us in a way that has helped us not simply avoid crashing, but actually **learn, grow, and thrive**. They have helped us learn from both our mistakes and our successes, make wise adjustments, and continue pressing forward without allowing… read full review
Before working with Spartan, I had a general plan for where I wanted my family to be in 20 years. However, Spartan made it actionable. They understood my goals and where I wanted to be and helped me create an objective roadmap to get there. Most importantly, they have taken the stress of dealing with these components off my plate.
Srdana and Rich have taken a personal investment in my families future and I have enjoyed working with them. If you're a young family like mine, I certainly would recommend them.
Spartan Planning Group has been great to work with. David and Ira take a thoughtful approach and really focus on understanding our family’s needs before recommending anything. I appreciate that they present solutions aligned with our goals rather than pushing a specific investment opportunity.
Their fee structure is also set up in a way that supports that relationship. It feels like their incentives are aligned with helping clients long term rather than selling products.
They have helped us with financial planning, tax planning, and estate planning, and throughout the process they have been knowledgeable, responsive, and easy to work with. It has been a very positive… read full review
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed
1931 New Garden Road Suite 220, Greensboro, NC 27410
