Spartan Planning Group

We went with the Spartan Group because of personal relationships and the good reputation that proceeds them. We were not unhappy with our former financial planners, but did not have any relationship with them. We have been so happy with the comprehensive good service. David even spent half a day with us at an attorney's office to work through our future plans. We have been encouraged by the thorough efforts and suggestions that we hadn't even thought about in regards to planning for our future and that of our family. We feel confident and able to trust the Spartan Group with our finances and future counsel. David asked questions about our past experiences with financial planning, our current needs and the desires for our future, as well as our hope and dreams. We highly recommend the Spartan Group.

Spartan Planning is a top-notch organization with highly skilled and service-oriented people truly interested in the lives of their clients. They provide excellent, thorough and thoughtful advice as well as dynamic and effective financial planning and investment service. And as a fiduciary they are honestly interested in the best interest of their clients. We cannot recommend Spartan Planning more highly!

This team listens, follows through, and enjoys helping others meet their financial goals. If you are looking for a disciplined, process-focused team that works to protect your assets in down markets while keeping your long-term goals on track, I highly recommend the Spartan Planning Group.