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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
An Arm and a Leg
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.
Six overlooked tax deductions to help manage your tax bill.
There are common mistakes you can avoid when saving for retirement.
It's important to understand the pros and cons when considering a prepaid debit card.
Don’t overlook the need for renter’s insurance if you rent your home.
When to start? Should I continue to work? How can I maximize my benefit?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate conservation is too important to put off. Do you have a smart exit strategy?
It’s never a bad time to speak with your financial advisor about changes in your situation.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.