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Client Centered

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.

"An investment in knowledge pays the best interest." -Benjamin Frankiln

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Services

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Where Do you Want Your Financial Roadmap to Take You?

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.

Meet Our Team

Denise Yagoda

Denise Yagoda

Executive Assistant to Martin Minder

Jason Forsythe

Jason Forsythe, CLU®

Financial Advisor

Jennifer Furey

Jennifer Furey

Director of Operations and Client Affairs

Jennifer Paul

Executive Assistant to Joshua Rothbard, AIF®, CDFA & Alison Pettine Hecker, ChFC®, CLF®

Josh Rothbard

Josh Rothbard, AIF®, CDFA®

Senior Vice President

Jullian Shortt

Jullian Shortt

Protection and Risk Management Specialist

Kevin Ralph

Kevin Ralph, CFP®

Financial Advisor

Martin Minder

Martin W. Minder, CFP®, ChFC®, CLU®

Managing Partner, Chief Financial Officer, Financial Advisor

Matthew Crescenzo

Matthew Crescenzo

Retirement Plan Relations and Client Services

Mike Ellis

Mike Ellis

Operations Manager

Steven Perlman

Steven Perlman, LUTCF

Financial Advisor

Tatiana DiSilvestro

Tatiana DiSilvestro

Executive Assistant

Tom Skelley

Tom Skelley

Financial Advisor

Travis Boyer, MBA

Travis K. Boyer, MBA

Financial Advisor

Zac Nefferdorf

Zac Nefferdorf

Marketing Manager

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