Financial Advisors & Strategic Plan Consultants

With our years in the retirement plan industry, Strategic Plan Consultants is dedicated to helping Plan Sponsors get the best results for their plans. We help with Design, Implementation, Consultation for clients. SPC focuses on pairing clients with the best advisor that suits their needs. We have serviced clients across the USA, from one person start-up plans to large corporation combo benefit plans. SPC has you covered.

We value our advisor partners across the country who are also dedicated to their clients' success. We do not compete with advisors.. We work with, coach, and consult financial advisors to help drive results for their business.

Contact Strategic Plan Consultants today to see how we can help you grow your advisor business...

Coaching Sessions

SPC offers 1-on-1 or group training sessions for advisors and advisor teams.

Contact SPC today to learn more or schedule your session.

401k Cheat Codes

Our YouTube channel is a great resource for advisors who want information on retirement plan topics in a fun and unique way. Like & Share with clients to enhance your relationship.

Advisor Resources

Coming Soon... Printable / Downloadable PDF handouts you can use with clients to help explain some retirement plan types, options & possible solutions. Better information = better results for your client.

Advisor Referral Network

Our Advisor Referral network is specifically designed to match plan sponsors with advisors who specialize in their area or type of plan. SPC helps plan sponsors of all sizes and types of plans. Join today...

How does SPC work with Financial Advisors?

We value our Retirement Plan Financial Advisor partners nationwide. We do not compete with advisors, we work with you to provide service to retirement plan sponsors. Not only do we help advisors with their existing plan clients, we also have a dedicated Advisor Referral Network to match Plan Sponsors without a current advisor to the financial advisor who best suits their needs.

1-on-1 Coaching Sessions. New to retirement plans or want help expanding your service model for retirement plans? Want to schedule a coaching session for yourself or your team? SPC is happy to help and we'd love to hear from you. We help retirement plan advisors provide better service for their clients - better knowledge, better results...
Help with a Specific Client. Have an existing client with a retirement plan issue? Contact us today to discuss the situation and see how SPC can help you resolve the issue. Perhaps the TPA is requesting corrections or the client has issues with understanding their plan. SPC is an independent resource to help you guide your client.
SPC Referral Network & RFP Packages. Want to explore new options for TPAs or Recordkeepers? SPC can guide you to new partners who might be able to provide better service or expanded capabilities. Contact us today to discuss options and how SPC can prepare a formal RFP for your client to discover new solutions for their plan.

Advisor Referral Network - Providing better solutions for clients...

SPC and our 401k Cheat Codes (YouTube Channel) receives calls every week from plan sponsors who are simply looking for a financial advisor to manage their plan. We have built a completely free advisor referral network to help match this plan sponsors with an advisor who specializes in their geographic location & type of plan. Join our advisor referral network today. Complete the contact form below to get started.