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

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Helpful Content

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Debt Stress

There’s a link between debt and stress.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Investments

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Rule of 72

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.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

View all videos arrow