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A Client-Centered Approach

When it comes to building wealth, preserving your assets or protecting your family or employees,
Secure Planning Group has the financial expertise, experience and services you need to thrive for years to come.

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Our Undivided Attention

At Secure Planning Group, we pride ourselves on giving you our undivided attention so that we can get to know and understand your needs, wants and long-term goals. From learning about your family and your vision for their future to understanding how you run your business, we're committed to getting to know you and your personal and professional goals. Relationships are at the heart of what we do, and we strive to nurture an abiding relationship with you.

Our Designations
Comprehensive Financial Planning

Comprehensive Financial Planning

Financial planning is the process of looking at your entire financial picture to formulate a plan to accomplish your short-and long-term goals

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Investment Management

Investment Management

The process of handling assets and investments such as stocks, bonds, and funds. Successful investment management requires a comprehensive strategy, not just buying and selling tactics.

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Corporate Retirement Planning

Corporate Retirement Planning

Creating an employee benefit program that is cost-effective for your business yet meets the needs of your workers is a challenge facing all business owners.

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Education Planning

Education planning is the process of determining how much it will cost to send your children to college and determining strategies to cover those expenses.

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Insurance Planning

Insurance planning is a vital part of any comprehensive plan that involves analyzing your needs and determining the best coverage to mitigate your risks.

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Estate Planning

Estate planning is the process of legally designating who will receive your assets and manage your affairs in the event of your death or incapacitation.

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Retirement Planning

Planning for retirement is a long-term process that evolves as your age and income increase. To continue living your desired lifestyle after you stop working, you need to build a financial cushion.

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RESOURCES 

Weekly Market Commentary

Thoughtful insight on market news

LPL Research

Helpful documents provided by the LPL Research Team

Vault Checklist

Protect your important documents

Initial Meeting Checklist

Prepare yourself for the first meeting

We offer and deliver the financial plan and services designed to support your short-and long-term goals and needs. Whether you're interested in making an estate gift, investing in stocks or setting up a 529 savings plan for your children's education, we'll put together the most thorough, comprehensive plan possible.

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