Navigate Your Journey
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 deep respect for our clients, a multi-generational team supported by a family-oriented culture, and a commitment to excellence. We are your partner in creating a more secure future for yourself and the ones you love. We pride ourselves in truly understanding our client’s unique needs and helping them make educated financial and life planning decisions. Reach out today to experience a more personal approach for your overall planning needs. We look forward to building a brighter future with you.
At Secure Planning Strategies, we have been caring for our client’s financial well-being for over 35 years. We consider our practice to be different from other advisory firms and take pride in the results from our differentiated approach.
Families with a dependent who has a disability face unique challenges. A defined plan is needed to provide lifelong care and support. Secure Planning Strategies’ advisors are dedicated to helping families with children with a disability in creating a suitable plan for their loved ones in coordination with the government benefits and parent’s own planning.
A longer life expectancy and an ever-changing economic environment requires creative solutions with ongoing counselling. Planning needs to begin years prior to retirement and continue to evolve as your life does. Our financial life planning process entails discovering your vision for your post- work life. It is important for us to learn about your desire or need to continue to work, take care of a dependent while pursuing your other interests and maintaining a healthy social and family life. Let Secure Planning Strategies guide you through the retirement maze and help you plan for your life journey.
Although more women now participate in household financial management, many still hesitate to take charge of the financial decision-making process. It is our mission to help women feel empowered on financial matters through education. Women often face unique challenges and have different needs. Informed women make informed choices and are more confident of their decisions. Women want an honest and trusting relationship from their advisors.
Planning your business exit can be overwhelming. According to the Small Business Administration (SBA), lack of planning is the primary cause of failure. At Secure Planning Strategies, we can help you create a roadmap of your destination, assemble a custom team of expert advisors to guide you every step of the way, and ensure the smooth implementation of a successful exit plan.
Founder & Advisor
Managing Partner & Advisor