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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.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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Earnings season can move markets. What is it and why is it important?

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Money Draining Food Myths

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator may help you estimate how long funds may last given regular withdrawals.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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The importance of life insurance, how it works, and how much coverage you need.

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

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

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

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There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Around the country, attitudes about retirement are shifting.

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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.

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