All written content on this site is not intended as the primary basis for investment decisions. Additionally, it should not be construed as advice meeting the particular investment needs of any investor. Nothing on this website should imply that past results are an indication of future performance. Strategic Planning Services intends that this web site will be viewed by U.S.persons for informational purposes only. This should not be viewed as a solicitation or offer of services in any jurisdiction in which Strategic Planning Services is not licensed to do business.


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Securities offered through Cambridge Investment Research, Inc., member FINRASIPC.

Strategic Planning Services is not affiliated with Cambridge or registered as a Broker-Dealer or Investment Advisor.

To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account with Cambridge Investment Research, we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.