Our Company

The advisors at Strategic Planning Insurance and Financial Services offer all-encompassing services for our clients. As one of the oldest financial advisory firms in Kennesaw, we strive to provide a high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Strategic Planning Insurance and Financial Services can help you every step of the way.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Strategic Planning Insurance and Financial Services aims to provide a continued education that will strengthen our working relationship.