Legal

Important disclosures

Craner Capital is a trade name of Thomas J. Craner. Investment advisory services are offered through Strategic Planning Group, a registered investment adviser. Craner Capital is not itself a registered investment adviser, broker-dealer, or bank.

This website is provided for general informational purposes only. It does not constitute investment, tax, legal, or accounting advice, an offer to sell, or a solicitation of an offer to buy any security, or an offer of advisory services in any jurisdiction where such offer would be unlawful. Nothing on this site should be construed as a recommendation to take or refrain from any particular course of action.

No client, advisory, or fiduciary relationship is created by accessing this website, requesting information, or placing a telephone call. A relationship, if any, arises only after the execution of a written advisory agreement with Strategic Planning Group and the completion of required onboarding.

Strategic Planning Group and Thomas J. Craner (CRD# 6488075) are registered in accordance with applicable securities laws. Form ADV and other public disclosures are available through the SEC’s Investment Adviser Public Disclosure website and upon request. Registration does not imply a certain level of skill or training.

References to “high net worth,” “very high net worth,” or similar language describe the typical profile of the practice. They are not a guarantee of eligibility, capacity, or outcome, and they do not create a duty to accept any engagement.

Estate, tax, and inheritance planning involve laws that change and facts that are unique to each family. Any illustration of process is descriptive, not a promise of tax savings, probate avoidance, or investment performance. Clients should consult their own counsel and tax advisers. Craner Capital and Strategic Planning Group do not provide legal services.

Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Markets, interest rates, and tax rules may change, and losses may occur.

This site may contain links to third-party websites, including Strategic Planning Group. Those sites are not controlled by Craner Capital and are subject to their own terms and privacy practices.

Privacy. Craner Capital does not collect account credentials, does not offer an online client portal on this site, and does not use this page to solicit personal financial information. Telephone enquiries are handled by Strategic Planning Group in accordance with that firm’s privacy notice.

For correspondence: Strategic Planning Group, 190 South Main Street, Bountiful, Utah 84010. Telephone 801.627.2200.

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