Fee-only advising
Financial advice without incentives to sell unnecessary products.
Spartan Planning Group
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About Spartan Planning Group
Fee-only financial advising is the core service, with personalized plans built around clients' goals and financial circumstances. Services include retirement, insurance, investment, estate, and tax planning, as well as investment management. The firm also provides corporate services, including 401(k) and 403(b) management and financial advisory services for executives. Advisors create a financial plan and asset map, then implement the plan and monitor progress over time. The approach includes attention to taxes and portfolio risk, with no incentive to sell unnecessary products. Spartan Planning Group serves individuals, families, and organizations in Greensboro. Its planning is designed to address financial needs before and during retirement.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Personalized plans
Plans and asset maps tailored to individual financial goals.
Ongoing monitoring
Advisors implement plans and monitor progress over time.
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