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.
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...read full review
I found my time with David and the spartan team very helpful. We were able to unpack some of my complicated financial questions and provide key council on direction. They are also guiding me as I set up my estate and helping me quantify insurance needs to protect mine and my family’s exposure. Great experience, highly valuable!