Secure Planning Strategies will analyze your insurance needs and carefully select insurance products from companies that are the right fit in each situation. We are not employed by any one insurance company; we work only with those that are financially strong and highly rated in the industry. We will discuss with you and identify both short and long-term needs. Then research an affordable product with the benefits you need.
How We Work
There are many pieces to the risk management puzzle. As advisors we focus on life, health coverage during retirement, disability and long-term care plans.
There is no exact answer to solving the insurance puzzle but it is necessary to create a secure foundation that will safeguard the entire financial plan for the family. In our process we will take a look at your complete financial picture and make sure that in case of catastrophic life events you and your family's financial goals will remain intact.