Additional business details
Secure Planning Group, LLC is a leading individual and corporate planning firm. Whether you are an individual or a company, Secure Planning Group, LLC has you covered. We work with individuals, business owners, and families alike to deliver an objective approach to individual and corporate financial planning. Clients have grown to expect a thorough and comprehensive experience when working with our advisors. We strongly believe that there is no “one size fits all” approach when it comes to managing your money and providing benefits to you, your family, and your employees. In the world we are living in today, it is important to understand that people are living and working longer. Creating and protecting your income in retirement is vital to achieving your overall retirement and financial planning needs. By setting goals and implementing realistic strategies to reach these goals, together we choose the plan strategies or plan designs that suit the unique situation of each client.
Please also note our office at:
257 West Uwchlan Avenue
Downingtown, PA 19335
Wealth Management, Comprehensive financial planning, Retirement accumulation planning, Investment Management, Estate planning, Insurance Planning – Life, Disability, Long term care, Corporate Retirement Plans, Deferred Compensation, Executive Bonus Plans, Group Benefits, Business Succession and Transition Planning