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Our Services

Our Services

Investments

Investments

The financial professionals at Secure Planning Strategies have extensive knowledge and experience in managing wealth through various investment cycles. Our investment philosophies have been developed taking into consideration the ongoing market volatility, longer life expectancy of investors and the need of many families to leave assets for their next generation. We believe that the financial success is achieved by adhering to a carefully designed plan and a disciplined investment approach. Below are the strategies we utilize for our clients.

  • Asset Allocation & Diversified Management Style
  • Risk Tolerance
  • Tax Consideration
  • Finding Solutions Beyond Indexing

While there are many important moving parts to choosing the appropriate investment strategy. These 4 core elements we believe build a solid foundation for long term success of the portfolio. Click below to learn more!

Estate Planning

Estate Planning

At Secure Planning Strategies we assist our clients with both basic and advanced estate planning needs. Our process is simple yet efficient and effective.

Below are some of the processes we utilize:  

  • Determine objectives
  • Identify obstacles
  • Review available options
  • Develop a plan
  • Implement the plan
  • Conduct regular reviews
  • Distribute assets to heirs when appropriate

Estate planning and wealth preservation is a team effort comprised of estate planning attorneys, accountants, and financial advisors. SPS is pleased to work with your existing professionals in establishing your plans.

Risk Management

Risk Management

Risk comes in many forms:

  • an untimely death
  • a disability
  • long-term care needs

These risks can have a major impact on the financial picture of a family or business. Risk management is the foundation of sound financial planning.

We will thoroughly analyze your life insurance, disability coverage, and your long-term care needs. Insurance should not be considered an investment, rather, a valuable tool that provides protection.

Life Planning

Life Planning

Secure Planning Strategies believes strongly in the value of family involvement in planning, and has the experience to address the unique issues created by an aging population. 

It is estimated that today's Americans will live more than 20 years past the traditional age of retirement. With longer life expectancy your retirement will need to plan for the many changes that will occur. Travel and leisure are the central focus of many retirees but there needs to be a balance instilled in your post work life. Planning for enjoying the remainder of your life while also preparing for the impending cost of your health as you age is imperative. Let us show you how we consider the totality of each individual family situation and develop a life plan accordingly.

Tax Planning

Tax Planning

At Secure Planning Strategies putting together a financial plan that achieves maximum tax efficiency is what we do for every client. There are many different considerations we factor into an effective tax planning strategy:

  • size of accounts
  • timing of purchases/distributions 
  • planning for expenditures
  • selection of investments
  • types of retirement plans

Every piece of the financial planning pie is impacted by a strong tax efficient plan. With the immense knowledge base of tax minded professionals we always focus on keeping as much of your hard earned money as possible!

Retirement Planning

Retirement Planning


At Secure Planning Strategies we believe in addition to financial security, retirement also means freedom to spend time with family, travel the world, volunteer, or even start a new hobby!

Retirement planning today requires preparation for 20 or more years of a post-work lifestyle.  Secure Planning Strategies will help you control your assets and balance comfortable risk, while addressing these critical factors:

  • Merging life goals into financial reality
  • Maintaining your standard of living
  • Managing rising healthcare costs
  • Ensuring that your income lasts your lifetime

These are just a few of many factors we weigh in creating a customized plan in approaching retirement for every client


Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.