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.