We understand the unique needs of families with special needs children.Learn More
We offer comprehensive planning services for families with special needs children.Learn More
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
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Comparing Mortgage Terms
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Without your knowing, your investment portfolio could be off-kilter.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Four Reasons Millennials Need an Estate Strategy
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This questionnaire will help determine your tolerance for investment risk.
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This calculator can help you estimate how much you should be saving for college.
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A presentation about managing money: using it, saving it, and even getting credit.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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You’ve made investments your whole life. Work with us to help make the most of them.
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