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
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investors who put off important investment decisions may face potential consequence to their future financial security.
One way to find money is to examine your current spending habits and eliminate money wasters.
Are women prepared for a 20-year retirement?
There are ways to improve your physical fitness without denting your fiscal fitness.
Lifestyle considerations in creating your retirement portfolio.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.