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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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Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Assess whether you are running “in the black” or “in the red” each month.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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Have you found yourself suddenly single? Here are 3 steps to take right now.