At Secure Planning LLC, every person is unique. We believe in holistic planning with a special focus on retirement planning, we do not focus on one “type” of product. We work with our team of specialists to make sure all elements of your financial life work together by offering a wealth of services so you can be confident that every element of your plan is working together.
Our wide array of services include:
Annuities
Talk to us to see how annuities fit into your overall financial planning strategy.
Asset Protection Planning
While growth is important, protection is the priority for many of our clients who have worked hard for their wealth and are looking forward to milestones like Retirement.
Business Owner Services
We understand that your business reflects your passion so to support you, you need a partner to simplify the complexities you face and help you make more confident decisions about the future of your business.
Educational Funding Strategies
Paying for a child’s education is an expensive, long-term investment that requires a good strategy.
Estate Planning and Trusts
Guiding the preservation and transfer of wealth to your loved ones.
Financial Planning
Make better, more informed decisions that align with your goals across your entire financial life.
Life Insurance
Because protecting your wealth is as important as growing it.
Long Term Care Insurance
Helping older adults and those with chronic illnesses or disabilities maintain their independence and quality of life by ensuring that their health and personal care needs are met.
Qualified Plan Strategies
IRA, SEP IRA, SIMPLE IRA, 401K, Cash Balance Plan, Etc.. Talk to us to see how qualified retirement plans fit into your overall financial planning strategy.
Retirement Planning
TAX FREE MONEY FOR YOU AND YOUR HEIRS.
Strategic Tax Planning
Smart tax strategies to help you keep more of what’s yours, including multi generation planning with a special focus on using existing planning opportunities.
Wealth Transfer
What will happen to your money when you are gone? Are there loved ones or a special charity you would like to support? Do you have a plan in place? We can answer your questions and design a wealth transfer strategy to fit your specific needs.
Debt Free 4 Life
Ask me about Paying off a 30 year mortgage in 10 years or less and eliminate all debt.
