Our Story
We understand the unique needs of families with special needs children.
Learn MoreOur Services
We offer comprehensive planning services for families with special needs children.
Learn MoreOur Team
We are nationally recognized as a leading independent wealth management firm.
Learn MorePlan 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 UsHelpful Content
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.