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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Healthy habits are one of the greatest gifts to give your child.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Five phases to changing unhealthy behaviors.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Term insurance is the simplest form of life insurance. Here's how it works.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Around the country, attitudes about retirement are shifting.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?
Taking your Social Security benefits at the right time may help maximize your benefit.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.