Company

The Better Planning Group = Finance Simplified.

Who Are We?

The Better Planning Group is an independent wealth management practice led by multi-award-winning advisor Fitzallen Sutton. We are committed to providing business owners, professionals, and executives with accessible and unbiased financial advice.

Focused planning, thorough analysis, and building solid relationships based on accountability, responsiveness and trust are the cornerstones of our practice. We take a proactive approach in helping our clients define and achieve the financial goals most important to them.

We specialize in the areas of risk management planning and tax-efficient investing and have access to specialists in the areas of securities research and advanced financial planning. This ensures the entire scope of our client's financial needs are achieved.

Meet Our Team

Our Values

Our Foundation

eye icon

Vision

Inspire financial confidence, through a client-centric approach, that bridges the gap between current and absolute financial well-being.

flag icon

Mission

We empower clients to make informed decisions by providing accessible, and unbiased financial advice.

target icon

Focus

Your goals are our goals. Your concerns are our concerns. No matter what financial stage you are currently in, we will provide you with the right advice at the right time.

The Income Preservation Process

We Believe There’s A Better Way To Achieve Your Financial Goals

At The Better Planning Group, clients will go through our Income Preservation Process, which allows them to identify opportunities to increase their income while reducing taxes. This process provides clients with the transparency and confidence to make an informed decision at every financial stage.

Schedule A Call

World Class Relationships

Industry Leaders Working with you to achieve your goals