Strategic Planning Group Fall 2023 Newsletter

1 Strategic Planning Group

CONTENTS 

pg. 3 

The Contagion of Common Sense is 

Rapidly Emerging 

by Ryan Craner 

Ryan compares current divisive times to the past, 

optimistic about the return of common sense. 

pg. 6 

Understanding Recessions: 

Navigating the Natural Ebbs and Flows of the Economy 

by John Park 

John discusses the possibility of a recession and 

provides financial advice for navigating it. 

pg. 8 

Breaking News: 

Good Things Are Happening Constantly 

by Tom Craner 

Tom encourages staying optimistic amid 

political and global developments. 

pg. 3 

The Contagion of Common Sense 

is Rapidly Emerging 

Strategic Planning Group 2 

pg. 10 

China’s House of Cards 

by Alex Craner 

Alex highlights China’s internal challenges 

and their potential global consequences. 

pg. 13 

Find the Object Activity 

pg. 14 

Meet the Team

The Contagion of Common Sense 

is Rapidly Emerging 

By Ryan Craner 

Taking the client advocate and consumer protection approach, Ryan has always viewed every 

client as a long-term and very important relationship. 

A Look Back and Ahead. Our Society has had a Rough Three or Four Years. 

When you look at our world, 

our country, our cities over 

the last three years, for many, it 

is frightening and depressing. 

In early 2020, we experienced 

the largest and most devastating 

pandemic in world history. We 

experienced the most draconian 

lockdowns, vaccine mandates, 

mask mandates, and restriction 

on lifestyle and commerce that 

have ever been imposed on the 

American public. We watched 

our country descend into 

incredibly divisive arguments 

over how to respond to this 

pandemic. Perhaps some of 

these lockdowns and mandates 

were necessary, and perhaps 

some of them were overboard. 

By the summer of 2020, 

beginning with the murder of 

George Floyd, we saw protests 

and riots break out in nearly all 

of our major cities. Some were 

very violent, and some were 

peaceful. All of them appeared 

to involve burning buildings 

and communities. Countless 

businesses and residences were 

destroyed, burned, or looted. 

Police officers were killed and 

wounded, and protesters died, 

while thousands were injured. 

We have seen policies coming 

out of the pandemic and 

protests that make absolutely no 

sense. Things like, defunding the 

police, no bail rules, and local 

and state prosecutors that refuse 

to prosecute violent crime. As 

a result, we’ve seen the murder 

rate and violent crime skyrocket 

in nearly all of our major cities. 

Local leaders and mayors have 

gravitated toward a policy of 

“compassion and rights” for 

the homeless. This policy has 

resulted in massive homeless 

camps, grotesquely insanitary 

conditions, and we’re witnessing 

hopeless untreated mental 

illness and addiction right in 

front of our eyes. The policy in 

the past was such that when a 

mentally ill or addicted homeless 

person began to sleep or camp 

out on a sidewalk, local officials 

would triage that person’s 

needs and get them access 

to mental health resources, 

addiction treatment, housing 

assistance, and various other 

support that is already available 

in our communities. Leaders in 


most of our large cities today 

have abandoned these policies 

in favor of what they call 

“compassion” and “rights,” and 

the results are horrific. 

We have watched legitimate 

and vital businesses like grocery 

stores and other important 

retailers looted and destroyed 

by marauding groups of usually 

young able-bodied people. The 

word is out, “you will not be 

prosecuted for such crimes.” As 

a result, we watch store after 

store in city after city close or 

relocate, making it even harder 

for low-income urban residents 

to survive. 

We have seen the most divisive 

politics in two generations. At 

the presidential politics level, 

the now toxic and activist media 

on both sides, is convincing 

people that if their candidate 

loses, it will be the “end of the 

world.” Today’s extreme “take 

no prisoners” media is here to 

make you feel even worse about 

all world events. This has been 

a very deep division and an 

extreme societal separation. 

It is these extremes that make 

the next cyclical stage even 

more exciting and optimistic. 

Now, Let’s Move On 

To The Good News! 

We Will Get Better 

Because We Have 

Been Here Before. 

We have done this before, and 

not just once. We have seen 

periods of extreme division and 

protest before. We have seen 

what seems like lawlessness and 

a failure of our entire system. 

Each time we have done this, 

protest occurred, the division 

deepened, and then we changed. 

Society gets better, and common 

sense returns. Optimism and 

confidence are restored, and 

everyone feels better each time. 

The last time we, as a country 

and society, did this was from 

1968 through 1974. The Vietnam 

War was incredibly divisive; 

we saw countless protests, 

both violent and nonviolent. A 

domestic terrorist group called 

the Weather Underground 

was very active in protesting 

the Vietnam War. They were a 

leftist, heavily Marxist group in 

ideology. Sound familiar? 

The Weathermen detonated 

over 100 bombs on government 

and corporate targets. In 

their most egregious attacks, 

they bombed the US Capitol 

building, the Pentagon, and the 

State Department headquarters. 

They also bombed banks and 

corporate facilities of companies 

thought to support the war. The 

Weather Underground, on May 

31st, 1974, bombed the Office of 

the California Attorney General. 

The Weather Underground 

stated this was in response to 

the killing of six members of the 

Symbionese Liberation Army. 

On September 11th, 1974, 

they bombed the Anaconda 

Corporation (part of the 

Rockefeller Corporation). The 

Weather Underground stated 

this was in retribution for 

Anaconda’s alleged involvement 

in the Chilean coup in September 

1973, where a Marxist leader was 

removed from office. 

Have you been disgusted by 

today’s lack of “rule of law” in our 

country? It is not the first time! 

Here’s one for you from back in 

the last cycle in 1974. Two of 

the four founding members of 

the The Weather Underground 

never spent a day in jail. These 

are domestic terrorists who 

exploded over 100 bombs on 

government and corporate 

targets, three people died, and 

they never spent a day in jail! 

They spent about 10 years on 

the FBI ‘s most wanted list, and 

then it just kind of faded away, 

and they returned to our society 

as free citizens. To this day, they 

are alive and well. Their names 

are Bernadine Dohrn and Bill 

Ayers. 

The FBI, while investigating 

and pursuing the Weather 

Underground, was guilty 

of using illegal tactics and 

unconstitutional methods, such 

as break-ins of family members’ 

homes of suspects without 

a warrant. (Sound familiar in 

today’s context?) The former FBI 

Associate Director and acting 

Director were prosecuted and 

convicted for these offenses, 

and later received a presidential 

pardon. (Again, sound familiar?) 

Now, the whole reason I tell you 

about the Weather Underground 

and the Vietnam War protest 

era in the late sixties and early 

seventies is because this was 

very similar to our past three or 

four years. We saw presidential 

Strategic Planning Group 4

impeachment hearings in the 

early 70s. We saw protests and 

violence. We saw corruption and 

illegal actions in our national law 

enforcement and intelligence 

agencies. 

And then we moved on… we 

improved, we got past it, and we 

became less divisive as a country 

and as a society. 

So now, for my official prediction: 

I am predicting a resurgence 

of common sense! I can tell 

you that voters in suburban 

San Francisco, Chicago, New 

York, Seattle, Los Angeles, and 

Portland are tired of not being 

able to drive downtown and go 

to their favorite restaurant, that 

they’ve gone to for decades, and 

they can’t right now because 

they don’t feel safe. They will 

likely have to walk through 

a danger zone to get to the 

restaurant. They don’t feel safe! 

The first wave of common 

sense will come in city council, 

mayoral, and gubernatorial 

elections. Any candidate from 

any party on either side of the 

political spectrum that is talking 

about and pledging common 

sense and unity and making the 

community safer will be elected. 

It will start at the local levels, 

and then this same wave of 

common sense will work its way 

up to congressional candidates 

and the presidential level as 

well. The American people are 

sick and tired of extremists and 

extremism! They are ready, more 

than ready, for common sense. 

So, be ready for the change 

because here it comes! Common 

sense is about to break out in a 

big way. It may be hit and miss at 

first and happen slowly, or it will 

likely happen very quickly. 

...we improved, we 

got past it, and we 

became less divisive 

as a country and as a 

society. 

I point out this period in the past 

(68-74) because we had reached 

an extreme division, politically 

and socially. We saw lawlessness 

and chaos, just like we have 

seen in the last three to five 

years. And you know what? Our 

country, our society, has done 

pretty darn good since 1974. 

We saw tremendous economic 

growth. We saw the booming 

1980s and the go-go 1990s. 

We saw our constitution work 

and our government function. 

We have had our trials and our 

setbacks, but predominately we 

saw prosperity and American 

greatness on full display. We saw 

our country come together and 

rise to incredible challenges, 

and we saw much better times! 

I can tell you without a doubt 

that the markets and the 

economy act in cycles and have 

remarkable similarity through 

each cycle. 

Mark Twain once said, “History 

never repeats itself, but it does 

often rhyme.” And I will go 

further and say that not only 

does history repeat itself, but 

the cycles socially and politically 

are remarkably similar as well. 

We are now overdue to move 

on from the pandemic and 

protest era. We are cyclically and 

historically ready to move on 

from an uncertain economy and 

markets to prosperity, unity, and 

American greatness! 

Sources: 

https://www.theodysseyonline.com/protests-that-changed-history 

https://www.cbsnews.com/minnesota/news/how-city-once-called-murderapolis-became-center-of-defund-the-policemovement-now-grappling-with-violent-crime-spike/ 

https://www.nytimes.com/1983/12/01/us/two-top-fbi-officials-cleared. 

html https://www.collectorsweekly.com/articles/united-states-of-protest/ 


Understanding Recessions: 

Navigating the Natural Ebbs and Flows of the Economy 

By John Park 

From investments to complicated retirement strategies, John works to educate and advise his 

clients on making smart financial decisions. 

There has been a lot of 

speculation throughout this 

year about the possibility of 

a recession. By way of high 

interest rates and tightening the 

money supply, the Fed has been 

aggressively battling inflation 

for some time. These measures 

have the potential to cause a 

recession. Ultimately, I’d much 

rather experience a recession 

than unchecked inflation. Let 

me state clearly though, I’m not 

saying we are in a recession right 

now, nor am I saying we are for 

certain going to be in one. It is a 

possibility, however. So, let’s talk 

about that. 

Many economists are predicting 

a mild to moderate recession 

due to the long-lived nature of 

our current battle with inflation 

and government spending. 

Be careful how you react to 

this though; these economists 

have been wrong before and 

many that I follow expected a 

recession to hit late last year or 

early this year. They have been 

wrong so far. 

Also, I will say there is an 

equal number of economists 

predicting a “Goldilocks” scenario 

where the economy’s reaction to 

battling inflation isn’t too hot or 

too cold, it’ll be just right. I hope 

that’s the case. I’ve been joking 

with my clients all year about 

my bold prediction of whether 

we’ll have a recession or the 

Goldilocks scenario: I’d give 

it a 50/50 chance either way. 

That’s my humble admission 

that I just can’t predict the 

future sometimes… Obviously 

a Goldilocks scenario is ideal. 

It won’t be a source of concern 

for investors though. So, I’m 

going to focus on the recession 

scenario in this article. 

The word "recession" often 

evokes apprehension and 

conjures images of plummeting 

stock markets, unemployment, 

and financial turmoil. However, 

it's essential to understand that 

recessions are a natural part 

of the economic cycle, just as 

growth periods are. They're not 

always severe, and with the 

right knowledge and strategies, 

individuals and businesses 

can navigate them adeptly. I 

want to help you have a proper 

perspective of recessionary 

times, if we are going to have 

one or are in one now. 

1. Nature of the Economic 

Cycle: 

Like the changing seasons, the 

economy undergoes phases – 

expansion, peak, contraction, 

and trough. A recession falls in 

the contraction phase, where 

economic activities decrease. 

Once the contraction ends, 

the economy moves into the 

trough and eventually back to 

expansion. Understanding this 

cycle helps demystify the nature 

of recessions. 

2. Not Always Severe: 

It's crucial to distinguish between 

a regular recession and more 

severe economic downturns 

like depressions. While the 

latter can last several years and 

cause significant distress, many 

recessions are relatively shortlived. 

The average post-World 

War II recession in the U.S., 

for example, lasted about 11 

months. 

3. Causes: 

Recessions In 

Perspective 

Recessions can be triggered 

by various factors – from 

abrupt financial shocks and 

global events to accumulated 

imbalances in the economy. The 

cause often dictates the severity 

and duration of the recession. 


Smart Financial 

Decisions During 

Recessions 

1. Emergency Fund: 

We consistently recommend 

maintaining an emergency fund, 

and its importance becomes 

evident during recessions. 

Having three to six months' 

worth of expenses in a liquid 

form can be a lifeline if there's a 

job loss or reduced income. 

2. Diversify Investments: 

A well-diversified portfolio can 

help weather the storms of a 

recession. While certain sectors 

or assets might experience 

downturns, others might stay 

stable or even grow. Diversifying 

investments across asset classes, 

industries, and even geographies 

can help reduce potential losses. 

3. Avoid Panic Selling: 

History shows that markets 

rebound after recessions. Selling 

assets, especially stocks, during 

a downturn can lock in losses, 

while holding onto them offers 

the potential for recovery and 

growth once the recession 

passes. 

4. Limit Debt: 

Reducing unnecessary expenditures 

and avoiding accumulating more 

debt than necessary can offer 

more flexibility during economic 

contractions. High-interest debts, 

such as credit card debts, should be 

especially avoided or paid down. 

5. Stay Informed and Seek 

Advice: 

Financial decisions during 

a recession should be wellinformed. 

Staying updated about 

the economic environment and 

seeking advice from financial 

advisors can provide clarity and 

direction. 

Responding To 

Recessions: An 

Optimistic Approach 

Instead of seeing recessions 

solely as periods of adversity, 

they can be viewed as 

opportunities for reassessment 

and growth. Businesses can reevaluate 

their strategies, cut 

inefficiencies, and explore new 

markets. Individuals can invest 

in personal development, seek 

new skills, or even find assets 

at discounted prices. A major 

silver lining of a recession is 

that it would probably quickly 

bring down inflation. Not to be 

too redundant, but again, I’d 

rather face a mild to moderate 

recession than unchecked 

inflation. 

In conclusion, recessions, while 

challenging, are inevitable 

phases of the economic cycle. 

If we are in one or going to 

be, that’s okay! Recessions are 

not always severe and can be 

navigated successfully with 

understanding and prudence. 

By staying informed, making 

smart financial decisions, 

and maintaining an optimistic 

outlook, we can not only endure 

but also thrive during these 

economic ebbs. Just remember, 

we are your advisors through 

times of trouble, turmoil, tumult, 

and chaos, and even the good 

times (just in case the sun does 

rise tomorrow) … Come what 

may, we will be ready to deploy 

sound financial strategies for 

you. 

Recessions Are 

Not Always 

Severe And Can 

Be Navigated 

Successfully With 

Understanding 

And Prudence. 


Breaking News: 

Good Things Are Happening Constantly 

By Tom Craner 

Tom cultivates lifelong client-advisor relationships by using long-tested financial strategies 

that prioritize consumer protection. 

The future is not as bad as you think 

and here are some reasons why: 

Environmental 

Clean Energy: The shift towards renewable energy resources 

promises a cleaner, more sustainable future. 

Agricultural Evolution: New farming methods are increasing yield 

and reducing environmental impact. 

Water Purification: Advances in technology make clean water more 

accessible. 

Green Architecture: Buildings designed with energy efficiency 

and sustainability in mind. 

With the 2024 election around 

the corner, it will be difficult 

to avoid bad news in the coming 

year. I advise my clients to stay 

informed, but to be careful 

about their level of political 

intake. Whatever side you are on, 

the media outlets that you listen 

to are there to give you the bad 

news only. The media’s business 

model is to keep viewers scared 

so they continue to tune in. This 

is true Left, Right, or Center. 

During this political election 

season, I ask that you return to 

this article and read through 

this list as the months go on 

to remind yourself that what is 

happening on the U.S. political 

stage is NOT what is happening 

in the world as a whole. The 

U.S. political spectacle is only a 

microcosm of the most divisive 

elements of our society, and 

it can disrupt our ability to be 

content and rational. 

Ocean Cleanup Initiatives: Efforts to remove plastic and waste 

from the oceans. 

Desalination: Turning seawater into freshwater to address water scarcity. 

Efficient Waste Management: New methods to recycle and reduce waste. 

Technology 

Technological Advancements: Progress in technology promises 

better tools and solutions to challenges. 

Medical Innovations: Breakthroughs continue in areas like gene 

editing, cancer research, and disease eradication. 

Artificial Intelligence: AI can help solve complex problems, from 

logistics to medicine. 

3D Printing: Could revolutionize industries from health to construction. 

Preservation of History: Using technology to preserve ancient 

sites and documents. 

Nanotechnology: Potential in medicine, energy, and other fields. 

Robotics: Automation and robots assisting in industries from 

manufacturing to medicine. 

Food Security: New technologies and methods ensuring food 

supply meets demand. 

Self-driving Cars: Promises safer roads and improved transportation. 


Efficiency 

Educational Accessibility: Online learning platforms make education available to many more people. 

Digital Revolution: The digitization of numerous industries promises efficiency and accessibility. 

Disaster Response: Improved global response to natural disasters. 

Transportation Evolution: Development of faster and more efficient transportation methods. 

Urban Planning: Cities are focusing on sustainable and efficient urban development. 

Telehealth: Making healthcare more accessible, especially in remote areas. 

E-commerce: Boosting economic growth and making products more accessible. 

Mental Health Awareness: Recognizing and addressing mental health as an essential aspect of overall health. 

Infrastructure Development: Investments in infrastructure improving daily life in many regions. 

Human Longevity: Research aiming to increase the healthy lifespan of humans. 

Global Connectivity 

Space Exploration: The drive to explore space will lead to colonization and technological leaps. 

Global Connectivity: The internet and technology are connecting people worldwide, fostering 

understanding and collaboration. 

Youth Engagement: Young people globally are more involved in shaping their futures. 

Literacy Rates: Global literacy rates continue to rise, leading to an informed populace. 

Global Poverty Decline: More people are being lifted out of extreme poverty than ever before. 

Economic Growth in Developing Countries: Many previously low-income countries are experiencing 

robust economic growth. 

Reduction in Global Conflict: Long-term trends show a decline in worldwide violent conflict. 

Philanthropic Movements: Large-scale philanthropy can address global challenges, from health to education. 

Cultural Exchange: Increased global travel and communication foster understanding between cultures. 

Scientific Collaboration: International scientific collaborations are solving global problems. 

Public Health Initiatives: Global efforts to combat diseases and epidemics. 

Tourism: Boosting economies and fostering global appreciation. 

Global Forums & Conferences: Platforms for nations to discuss and solve global issues collaboratively. 

Sports: International sporting events bringing nations together. 

International Aid: Countries assisting one another in times of need. 

This list is not exhaustive. Humanity continues to outlast and overcome every problem we are faced with. 

There is not an end to our potential for positive change, individually or collectively. Everything is going to be 

ok......Yes. Even if the other guy gets elected. 


China’s House of Cards 

By Alex Craner 

Comprehensive counseling with achievable and time-based goal setting for retirement and 

estate planning, without secrets or short-cuts, are ingrained features of Alex’s services. 

It has come time to speak 

bluntly about the problems 

that China is facing. My 

first recommendation is to 

recognize that China has 

mastered deception. China, 

more specifically the Chinese 

Communist Party, is a tactician 

in the game of whispers and 

lies. All bad news is suppressed, 

and all good news is amplified. 

Unfortunately for the CCP, the 

mask is slipping. Whether we 

examine it through a domestic, 

international, or heck, even 

an extraterrestrial lens, it is 

evident that the Chinese system 

is plagued by a multitude of 

problems that are becoming 

progressively more apparent. 

From economic challenges and a 

deteriorating political structure 

to unfavorable demographics 

and an extensive array of other 

concerns, the prospect of China’s 

collapse should no longer be a 

surprise to anyone. 

In recent months, a concerning 

trend has emerged in China, 

characterized by a multitude of 

issues across economic, political, 

and demographic fronts. 

Observers have noted a sharp 

decline in consumer spending 

and lending, which is particularly 

alarming in a country with a 

strong capitalist drive. China’s 

usual approach of injecting 

capital into every sector has hit 

a roadblock, leading to stagnant 

lending practices. 

The world has witnessed the 

dismissal of the disappearance 

of prominent figures, such as 

the foreign minister and defense 

minister, underscoring a growing 

sense of instability. Troubling 

statistics, including skyrocketing 

youth unemployment, have 

prompted authorities to cease 

collecting such data altogether. 

This data blackout extends to 

bond transactions, a crucial 

element for achieving a more 

sustainable economic structure. 

Even the much-touted “valueadded 

scale” strategy, which 

China had emphasized for years, 

appears to be abandoned. 

The situation can be described as 

a broad-scale societal, economic, 

and political breakdown. 

While the suddenness of these 

developments may be a shock to 

some, it is essential to recognize 

that these issues have been 

brewing for several years. 

From an external perspective, 

the world’s focus has been 

on its own challenges, such 

as the Ukraine conflict, Iran’s 

activities, and domestic political 

transitions in the United States, 

Europe, and Japan. China’s 

internal issues were somewhat 

overshadowed by these global 

events until they became too 

prominent to ignore. 

Within China, Chairman Xi 

initiated a series of purges 

under the pretext of an anticorruption 

campaign. This 

move systematically eliminated 

regional power centers and 

neutralized factions associated 

with previous presidents, 

effectively quashing potential 

rivals. In addition, data 

collection on various aspects, 

such as college dissertations 

and political biographies, has 

dwindled. These measures have 

created an information vacuum, 

hindering the rise of new 

political leaders. 

One of the critical inflection 

points that contributed to 

China’s current state is its 

demographic situation. The 

birth rate in China has dropped 

by nearly 70% since 2017, the 

fastest recorded decline in 


human history. This decline in 

the working-age population 

has exacerbated issues related 

to consumption and labor costs. 

China’s industrial competitiveness 

has also been eroding. 

Geopolitical challenges, such 

as the Ukraine war and China’s 

vulnerability to energy and 

food supply disruptions, are 

adding to the complexity. The 

infrastructure between Russia 

and China is fragile, requiring 

goods to take a convoluted 

route around the world, making 

supply chains highly exposed. 

In the backdrop of these 

challenges, the Biden 

administration’s protectionist 

stance further complicates 

China’s access to global trade. It 

appears that China is caught in 

a perfect storm of issues from 

every angle, and Chairman Xi’s 

consolidation of power has 

left the system ill-prepared to 

address these emergencies. 

The demographic crisis and 

political failures are pushing 

China toward an economic 

breakdown, and it’s possible 

that external factors might 

accelerate this process. The 

biggest risk lies in whether the 

world can adapt quickly enough 

to these changes. We may not 

realize the extent of China’s 

problems until the products we 

rely on stop arriving. 

The industrial demand for 

products that China supplies 

is substantial, and we may 

face shortages if we don’t take 

swift measures to build up 

our own domestic capacity. 

The challenge lies in bridging 

the gap between our current 

reliance on Chinese products 

and our ability to replace them. 

The urgency of the situation 

suggests that waiting any longer 

is not an option. 

What this means for The United 

States and the rest of the world is, 

in the short-term, major shakeups 

in manufacturing and supply 

chains that will likely come with 

a host of uncomfortable puzzles 

to solve… but in the long-term? 

This will result in reprioritizing 

domestic production and selfreliance. 

In my view, this is a 

very good thing for our country. 

On the other side of whatever 

fallout may occur, we will be 

more secure and robust as a 

nation, no longer reliant upon 

an unfathomably corrupt and 

immoral regime halfway around 

the world. For every decision, 

there is a consequence. China’s 

decisions are reaching critical 

mass, and the consequence 

will be their collapse. We are 

watching the final decade of 

China’s rise, and I can only hope 

that something more just will 

rise from the ashes. 

Sources: 

https://www.conference-board.org/pdf_free/economics/bci/CPREmatI.pdf https://www.conference-board.org/pdf_ 

free/economics/bci/CPREmatI.pdf https://www.conference-board.org/topics/business-cycle-indicators/press/chinaglobal-lei-june-2023 

https://qz.com/438207/hsbc-will-no-longer-provide-one-of-the-best-gauges-of-chinas-economy 

https://www.un.org/en/desa/india-overtake-china-world-most-populous-country-april-2023-united-nations-projects 


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Can You Find The Hidden Objects? 

Answer Key on Pg 15 


MEET THE TEAM 

The people of Strategic Planning Group work closely as a team to foster an unambiguous and clear 

path forward. Our team is integral to ensuring that our principles towards investment planning and 

management of your estate are effectively implemented. You can trust that the combined decades 

of experience shared by our advisors will always be utilized by our staff to ensure success in your 

Strategic Plan. 

R Y A N C R A N E R 

President & CEO 

Ryan founded Strategic Planning Group to help consumers avoid 

piecemeal planning and simply buying products and instead 

create an all-inclusive written Strategic Plan. A Strategic Plan 

is to your financial life what a blueprint is to building a home. 

This custom approach, which began as a simple idea, has grown 

Strategic Planning Group into a trusted and established firm. 

JOHN PARK 

Wealth 

Management 

Advisor 

TOM CRANER 

Wealth 

Management 

Advisor 

ALEX CRANER 

Wealth 

Management 

Advisor 

JEFF DRAPER 

Chief 

Compliance 

Officer 


HEATHER CUNNINGHAM 

Communications Director 

KELSIE DAYTON 

Client Services Representative 

ANGELEAH JENSEN 

Operations Specialist 

MARIBEL ORTIZ 


BECKY PARK 


AMY DEITSCH 


CORINNE PARK 


SIR STRATEGIC KNIGHTS-A-LOT 


ALLIE CRANER 


RISA BAKER 


CHARLEE SEMADENI 


Pg 13 Answer Key 


Strategic Planning Group 16 

Retirement Planning Specialists

Strategic Planning Group Fall 2023 Newsletter

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