At Secure Planning Strategies, we have been taking care of our client’s financial well-being for over 40 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 are comprehensive advisors focusing on all aspects of life and financial planning holistically including cash flow analysis, risk management, estate planning, investment and retirement planning.
3. Our portfolios are customized based on our clients' needs, taking into consideration your complete life and family circumstances.
4. Our portfolios are managed by carefully selected third party managers, so that our advisors can focus on client counselling and planning.
5. We are educators and counselors who provide ongoing easy to understand information. We provide knowledge to our clients on an ongoing basis.
6. Our clients benefit from the extensive expertise of our advisors on estate and tax planning matters. We work as a team with other professionals such as estate planning attorneys, CPAs, trust officers and investment managers.
7. We have unique sub-specialties with dedicated expertise for complex planning in areas such as: