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News

Occasionally, we have news that we'd like to share with you. This page is dedicated to that information, giving you insight into our business, and perspective on the community that we serve.



Neil Gordon renews his CRPS® designation

Secure Planning Group, LLC is proud to announce that our Managing Partner Neil Gordon has renewed his Chartered Retirement Plans Specialist , or CRPS , license.

Individuals who hold the CRPS designation have completed a course of study involving the design, installation and maintenance of retirement plans. The course covers the variety and characteristics of retirement plans, including IRAs, small business retirement plans, defined contribution plans, nonprofit plans, 401(k) and 403(b) plans, and government plans. Plan distributions, plan design and implementation, operation, and fiduciary issues are also covered. The designation is an acknowledgement of the complexity setting up and running a company-sponsored retirement plan.All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Receiving the designation also involves passing an exam administered by the College for Financial Planning that tests the expertise of the individual. Renewal of the designation requires completing 16 hours of continuing education every two years.

Chartered Retirement Plans Specialist (CRPS) conferred by College for Financial Planning.




SPG Managing Partner, Neil Gordon earns his ChFC® designation

Secure Planning Group, LLC proudly to announce that our Managing Partner, Neil Gordon has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College in Bryn Mawr, PA.* The ChFC® stands as a distinguished certification in financial planning. The education portion for a ChFC consists of nine college-level courses focusing on financial planning. Topics range from investing, insurance planning and retirement planning. The ChFC® program prepares advisors to pursue advanced financial needs of individuals, professionals and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to pursue those goals. Individuals who earn a ChFC® can provide advice on a broad range of financial topics including financial planning, wealth accumulation, estate planning and income taxation, life and health insurance, business taxation and planning, investments and retirement planning.

Neil also holds the Accredited Investment Fiduciary® (AIF®) designation and the Chartered Retirement Plans Specialist® (CRPS) designation. These designations and his experience in the financial and insurance industries, as well as his insights as a business owner / operator, help guide and educate clients as they pursue their own business and family financial goals. He strives to exceed client's expectations by providing them with individually tailored wealth management strategies to help them navigate their path towards financial well-being.




We've moved!

Don't worry though, it's not far. In fact our new location is only a mile away from our old location. The new space will enable us to grow as a company while continuing to provide you the advice and support you've come to expect from us. Come see us at our new location: 200 Gibraltar Rd, Suite 315, Horsham, PA 194044.

If you have any questions please don't hesitate to reach out to us at 215.540.5566 or info@securepg.net and we will answer any questions you may have.

Only our Horsham office is changing locations. If you do business with our Downingtown employees everything will continue to be the same for you.




Congratulations to Kevin and Matt!

We want to congratulate Kevin Ralph for passing his Certified Financial Planning exam! This test is given by the CFP Board and is a culmination of 6 classes plus a final exam. Once again, congrats to Kevin!

The Secure Planning Group team also wants to congratulate Matthew Crescenzo for passing his Series 66 exam! This test, also known as the Uniform Combined State Law Examination, is the state law exam for both broker-dealer and investment advisory registered persons. As an LPL Registered Assistant, Matt holds his insurance life and health licenses and is also securities registered through LPL with the Series 66 and Series 7.

Way to go Kevin and Matt!




Managing Partner, Neil Gordon Wins Five Ponds Club Championship

Neil Gordon shot 3 under par with a score of 68 to win his 3rd consecutive Five Ponds Club Championship title! Go Neil!!




SPG CFO, Martin Minder earns ChFC® designation

Secure Planning Group, LLC in Fort Washington, PA is proud to announce that Managing Partner, Martin (Marty) W. Minder has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College in Bryn Mawr, PA.*

The ChFC® program prepares professionals to meet advanced financial needs of individuals, professionals and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to pursue those goals. Individuals who earn a ChFC® can provide advice on a broad range of financial topics including financial planning, wealth accumulation, estate planning and income taxation, life and health insurance, business taxation and planning, investments and retirement planning.

Marty also holds the Certified Financial Planner (CFP®) designation. This accreditation identifies individuals who have met the experience and ethical requirements of the CFP Board and have successfully completed financial planning coursework. Further, Marty passed the CFP® Certification Examination covering: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

"Achieving these designations shows my commitment to the long-term effort of providing top levels of financial service and investment counsel, and provides my clients with the added benefit of knowing I am certified by industry standards," says Marty. "I am proud to join the elite group of professionals that are committed to the high standards and practices that come with these certifications and I feel that they are the perfect complement to my engineering degree."

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.




Managing Partner and CEO John Simone gets AIF Designation!

John E. Simone, CEO of Secure Planning Group, LLC located in Fort Washington, has been awarded the Accredited Investment Fiduciary (AIF®) Designation from the center of fiduciary studies™. This Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care in Retirement Plans. In addition to the AIF® Designation John also holds the Chartered Retirement Planning Counselor(CRPC®), Chartered Retirement Plans Specialist (CRPS®) and Life Underwriter Training Council Fellow (LUCTF) Designations.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.