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
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.