Welcome

You are entitled to peace of mind - you've earned it.  Whether you're working toward securing your retirement, funding a child's education, getting ahead of the financial markets, or transferring a family or business legacy, finding that peace of mind starts with a comprehensive written plan.

At Strategic Planning Partners, we offer wealth management services, specializing in fee-based financial planning for individuals and business owners in the western United States.  We design and execute financial plans with clients who have concerns like yours.  Our partnership begins with you.  We understand you have unique goals, needs, risk tolerances and timing issues.  We're client-centered, not product centered, and our goal is to create life-long client relationships.

As credentialed financial planners, we proudly adhere to a professional code of ethics and regulatory compliance.

Our headquarters is in Redmond, Washington with an office in Boise, Idaho.