Broker Check

Secure Planning Strategies - Special Needs Guidance - Southfield, MI

Call Us: (248) 827-2580

 
Special Needs Planning Comprehensive Strategies Long-Term Support Empowering Your Vision

Our Story


We understand the unique needs of families with special needs children.

Learn More

Our Services


We offer comprehensive planning services for families with special needs children.

Learn More

Our Team


We are nationally recognized as a leading independent wealth management firm.

Learn More

Plan for the Unique Financial Needs of Special Needs Family Members

Planning for the future of a child with special needs is a responsibility that comes with multiple challenges, including ensuring life­-long care. These unique needs require the assistance of specialized professionals. At Secure Planning Strategies, we understand the challenges families with a special needs child face.

Combining our decades of experience in the financial services industry with our in­ depth knowledge of special needs planning, we are dedicated to providing planning solutions for families with a dependent member. We believe families may feel more confident in the knowledge that a well­designed financial and legal plan tailored to their specific situation will be created and monitored by a group of dedicated and caring professionals.

Contact us today to learn more about how we can help you plan for the financial future of your special needs loved one.

Contact Us

Helpful Content

4 Reasons for the Return of Market Volatility

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

 

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Rightsizing for Retirement

What does your home really cost?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Saving for College 101

Here’s a crash course on saving for college.

View all videos arrow