Informed women make informed choicesLearn More
Special Needs Families
Helping you navigate the complexities of special needs planningLearn More
Special Needs Families
Successful planning begins years prior to retirementLearn More
To exit successfully, owners must have 3 elements in placeLearn More
Helping You Achieve A Sense Of Well-Being
Through Wealth Management And Life Planning
Secure Planning Strategies is nationally recognized as a leading independent wealth management firm. With over 35 years of experience our advisors utilize a comprehensive financial planning approach to provide a detailed review and analysis of all facets of an individual’s personal and financial situation. At Secure Planning Strategies we have a deep respect for our clients, a team supported by a family-oriented culture, and a commitment to excellence.
Reach out today to experience a more personal approach for your overall planning needs. We look forward to building a brighter future with you.Contact Us
Life in a Box
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Couples may be able to head off many of the problems in a marriage that money can cause.
A four-step framework for building a personal legacy.
An inside look at how marginal income tax brackets work.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Recent changes in estate tax laws could affect the strategy you have in place.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
A special needs trust helps care for a special needs child when you’re gone.