24800 Denso Drive
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. Let Secure Planning Strategies guide you through the maze that is retirement!
Families face unique challenges with a dependent who has a disability. Lifelong care as well as support from their loved ones is not all that is needed...a defined plan is of utmost importance. Secure Planning Strategies focuses on a cohesive approach beyond just basic financial planning and legal planning to keep your loved ones secure.
Educate Empower Engage
It is our mission to help women feel empowered on financial matters through education. Financial planning needs for women are not different from men but women face unique challenges and often 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.
Many business owners find the prospect of transferring ownership in their business to be overwhelming. The Small Business Administration (SBA) notes that the primary cause for failure is lack of planning. To exit successfully, owners must have the following 3 elements in place: