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
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding the economy's cycles can help put current business conditions in better perspective.
Tips on insuring your teen driver.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
There are things you can do to keep yourself safe when you lose your wallet.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.