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Our Difference

How We Set Ourselves Apart

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 that derive 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 and 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 and we work as a team with other professionals such as estate planning attorneys, CPAs, trust officers and investment managers.
  • Our advisors extend financial education to the adult children of our clients, so we can prepare them to be financially savvy.

7. We have unique sub-specialties with dedicated expertise for complex planning in areas such as: 
  • Special Needs Planning
  • Business Succession Planning
  • Planning for Women

We put the client first and are committed to educating the community

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