Addressing Your Needs for Today.
Helping You Plan for Tomorrow.

The Other Sure Thing Exit Strategies of the Rich and Famous Your DNA Test Estate Management 101
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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
Term Care
   -Business Succession & Transition
   Planning

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 (info@securepg.net) regarding any questions you may have about any particular investment concepts or product. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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