Our mission is to get to know and understand you needs, wants, and long-term goals. we want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Secure Planning Group, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Executive Assistant to Martin Minder
Director of Operations and Client Affairs
Executive Assistant to Joshua Rothbard, AIF®, CDFA & Alison Pettine Hecker, ChFC®, CLF®
Managing Partner & CEO
Senior Vice President
Protection and Risk Management Specialist
Managing Partner, Chief Financial Officer, Financial Advisor
Retirement Plan Relations and Client Services