Welcome to Strategic Planning Partners.  We believe our partnership begins with you - your unique needs and requirements, your family, and your future.  That's what sets us apart from other advisors who concentrate on force-fit investment product and insurance solutions.  We understand that each of our clients has different goals, income requirements, return expectations, tolerance for risk, and timing.  As independent, objective, professionals, we can address YOUR needs.

You are entitled to financial confidence-you've earned it.

Whether you're working toward securing your retirement, funding a child's education, or just trying to protect what you've already achieved, finding that financial confidence starts with a comprehnensive written plan.

 

          ---Bryan Kettel

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

We offer wealth management services  for individuals and business owners in the western United States, specializing in fee-based financial planning tailored to our clients' specific needs.  Because we are independent, we can also help you choose from a wide range of products and options   as we  work with you to implement your financial plan.  We are Certified Financial Planners™ (CFP®), meeting a high professional standards within the industry. 

Planning starts with a clear vision for the future - your values and goals.  Working together, we'll first develop a discovery snapshot of your financial wellbeing and identify both your strengths and needs as they relate to pursuing those goals.  From our analysis and recommendations we'll create an action plan and implementation timeline.  Finally, we'll help you select the appropriate strategies to address your goals, and to map out the tactics and tools you'll need to get you where you want to be.

     To keep you on course, every time we meet we will make decisions and take action.