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.

What Makes Us Unique:

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.

1. We are an independent firm, and our advisors are fiduciaries who are bound to act in the client’s best interest.
2. We take a comprehensive approach on all aspects of life and financial planning matters including cash flow analysis, risk management, estate planning, investment, and retirement planning. This holistic view creates a well-balanced and organized approach to your well-being.
3. Our portfolios are customized based on your needs, longer life expectancy and often a desire/ need to leave some of your assets for your next generation.
4. Our client portfolios are managed by carefully selected experienced third-party managers with a proven track record, so that our advisors can focus on client planning and counselling.
5. Our advisors educate themselves on a continued basis and keep up with the changes in estate planning and income tax laws. They provide easy to understand information to their clients on a regular basis.
6. Our clients benefit from the expertise of our advisors on estate and tax planning matters. They work as a team with other professionals such as estate planning attorneys, CPAs and trust officers.
7. Our advisors extend financial education to the adult children of our clients and prepare them to be financially confident. They are also encouraged to be involved in their parents’ estate and life planning matters.