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 (firstname.lastname@example.org) regarding any questions you may have about any particular investment concepts or product. We'll get back to you quickly with a thoughtful answer.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
As our nation ages, many Americans are turning their attention to caring for aging parents.
There are common mistakes you can avoid when saving for retirement.
Four vacation destinations you might never have thought of.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Why are 401(k) plans, annuities, and IRAs so popular?
Here’s a crash course on saving for college.
What does your home really cost?