Broker Check

Wealth Management Services

Whether you are looking to accumulate money for retirement or plan for your child’s education, Secure Planning Group has you covered. We work with individuals, business owners, and families alike to deliver an objective approach to financial planning. Clients have grown to expect a thorough and comprehensive experience when working with our advisors. We strongly believe that there is no “one size fits all” approach when it comes to managing your money. By setting goals and implementing realistic strategies to pursue these goals, together we choose investment vehicles that suit the unique situation of each client.

By taking into consideration your income, expenses, investments and debt, your Secure Planning Group advisor will provide guidance on how to manage your money to help meet your short-term needs and long-term goals—all while preserving what you have and those you care for.

We welcome the opportunity to involve older and younger family members into our conversation. Fostering communication between generations helps us create the most comprehensive planning concepts with a family.

Below are just a few of the services we provide individual investors:

  • Comprehensive financial planning
  • Retirement accumulation planning
  • Investment Management
  • Estate planning*
  • Insurance Planning – Life, Disability, Long term care

Contact our team of experienced financial planners today to see how we can help you plan for your ideal future!


*Secure Planning Group, LLC and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (215) 540-5566