Secure Planning Strategies

Description:

Secure Planning Strategies is nationally recognized as a leading independent wealth management firm. With over 35 years of experience our advisors utilize a comprehensive financial planning approach to provide a detailed review and analysis of all facets of an individual’s personal and financial situation.

At Secure Planning Strategies we have a deep respect for our clients, a team supported by a family-oriented culture, and a commitment to excellence. Reach out today to experience a more personal approach for your overall planning needs. We look forward to building a brighter future with you.

SPS provides comprehensive wealth planning to affluent families as well as Special Needs Planning, Planning for Women, and Business Exit Planning.

Additional Information

There is more to wealth management than simply managing your investments. Clients of Secure Planning Strategies take control of their future guided by our simple, thoughtful, and creative strategies that focus on your personal well being as well as preserving your financial assets. We provide comprehensive planning for high net worth individuals, and specialize in wealth management as well as life planning solutions for women. We are also committed to planning for families with special needs members as well as exit planning strategies for business owners.

-WEALTH MANAGEMENT FOR WOMEN: We empower women to confidently manage their finances through on-going education and by simplifying complex planning strategies.

-SPECIAL NEEDS PLANNING: We provide estate and financial planning solutions in this complex and challenging area, as well as address other concerns that are unique to this audience.

-EXIT STRATEGIES FOR BUSINESS OWNERS: SPS becomes the quarterback on your team of professionals to help successful business owners plan for your exit or succession in a tax-efficient manner.