At Secure Planning Group, LLC, our goal is to help individuals and businesses in the Metro Philadelphia and the Mid-Atlantic region plan for their financial future. As per the SPG process, we provide each and every client with the perfect combination of sound advice, access to our vast resources, objective direction and where we are proudest, realistic expectations based on mutual trust and integrity.
Everyone has the basic measures in creating a financial plan. Leave it to a Secure Planning Group advisor to put all the necessary pieces together in crafting a financial plan that is specific to you!
Below are some of the services we offer our clients:
|Individuals & Families||Corporate Clients|
|-Wealth Management Services||-Corporate Retirement Plans|
|-Comprehensive Financial Planning||-Non-Qualified Plans|
|-Retirement Accumulation Planning||-Group Insurance Plans|
|-Investment Management||-Employee Benefit Plans|
|-Insurance Planning – Life, Disability, Long|
| -Business Succession & Transition|
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note (email@example.com) regarding any questions you may have about any particular investment concepts or product. We'll get back to you quickly with a thoughtful answer.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
When considering life insurance, it's important to understand your options.
Tips on insuring your teen driver.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Your credit score may influence how much you pay for auto and home insurance.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?