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
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It's important to make sure your retirement strategy anticipates health-care expenses.
An increasing number have been developed to help individuals with their personal finances.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
What are your options for investing in emerging markets?
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.