Broker Check
Striving for Financial Success Comprehensive Planning Approach Helping You Build an Extraordinary Future Knowledge is Powerful
 

Women

 

Special Needs Families

 

Retirees

 

Business Owners

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

Creative Planning

Life in a Box

Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store! Download our app on Google Play!

Helpful Content

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

 

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow