Secure Planning Associates

Who We Are

Secure Planning Strategies is a nationally recognized leader in independent wealth management, distinguished by our unwavering commitment to comprehensive financial planning and personalized client service. For over 35 years, our team of experienced advisors has been helping individuals and families navigate the complexities of personal and financial life, creating a roadmap towards a more secure and prosperous future.

At Secure Planning Strategies, we believe in fostering deep and lasting relationships with our clients, built on trust, transparency, and a genuine understanding of their unique needs and aspirations. Our multi-generational team, deeply rooted in a family-oriented culture, prioritizes the well-being of our clients above all else. We are more than just financial advisors; we are your trusted partners, dedicated to guiding you through every stage of your financial journey.

What Makes Us Unique

Our approach to wealth management sets us apart from traditional advisory firms. As an independent firm, our advisors are fiduciaries, obligated to act solely in the best interests of our clients. We take pride in our comprehensive planning approach, meticulously analyzing all facets of your personal and financial situation. This includes a thorough examination of your cash flow, risk management strategies, estate planning needs, investment goals, and retirement planning aspirations.

We recognize that every individual's needs are unique, and we tailor our strategies accordingly. Our investment portfolios are carefully curated based on your individual circumstances, taking into account your long-term financial goals, unique risk tolerance, and desire to leave a legacy for future generations. To ensure optimal portfolio performance and minimize risk, our advisors leverage the expertise of a select group of experienced third-party investment managers with proven track records.

Our commitment to excellence extends beyond traditional financial expertise. We stay abreast of the constantly evolving landscape of estate planning and income tax laws, continually educating ourselves to provide our clients with the most up-to-date and relevant information. We believe in empowering our clients with knowledge and understanding, fostering open communication, and working collaboratively to develop personalized solutions that align with your unique goals and aspirations.

Who We Serve

Our team of seasoned advisors is dedicated to serving a diverse clientele, providing specialized guidance and support to individuals and families facing unique financial challenges.

• Special Needs Families:

Families raising a loved one with a disability often navigate complex circumstances requiring careful financial planning. Our advisors work closely with families to develop comprehensive plans that ensure lifelong care and support for their loved one, while also preserving government benefits and maximizing family assets.

• Retirees:

As individuals transition into retirement, their financial needs and priorities evolve. Our advisors work collaboratively with retirees to craft personalized retirement plans that address their long-term financial security, desired lifestyle, healthcare expenses, and legacy planning goals.

• Women:

Recognizing the unique financial challenges and opportunities faced by women, we are dedicated to empowering women through education and personalized financial guidance. Our advisors create personalized plans that address women's specific needs and goals, fostering financial confidence and security.

• Business Owners:

Planning for a successful business exit can seem daunting. Our experienced advisors guide business owners through the complexities of succession planning, creating comprehensive strategies that protect their legacy, ensure a smooth transition, and maximize the value of their business.