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
Agent Photo

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

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The Great Debate Continues: Active vs. Passive

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

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.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Investing with Your Heart

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

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

View all videos arrow