Secure Planning Group, LLC

Welcome to Secure Planning Group, LLC Page. At Secure Planning Group, we offer and deliver the financial plan and services designed to support your short and long-term goals. From learning about your family and your vision for their future to understanding how you run your business, we're committed to getting to know you and your personal and professional goals. Relationships are at the heart of what we do, and we strive to nurture an abiding relationship with you. Follow and Like our page for market activity, helpful resources and more. If you have additional questions or looking to schedule a consultation, contact us: https://hubs.la/Q014v8dx0

This is a macro-driven market, so it will likely take positive macro developments, i.e., better news on the inflation front, to turn stocks around. However, these results are impressive on their own and shouldn’t hurt the case for the bulls. The question is when will the micro stop getting drowned out by the macro.... Read this week's commentary: https://hubs.la/Q01bsp_P0

529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition. Much like the way 401(k) plans changed the world of retirement savings a few decades ago, 529 savings plans have changed the world of education savings. Look into further benefits here: https://hubs.la/Q01bDZ7h0

Get to know another member of the SPG Team! Meet Steven Perlman, Medicare Insurance Specialist. For more than 23 years, Steve has been an insurance and investment advisor. Steve is also a specialist in Medicare planning and is licensed and certified for Medicare Supplement Plans (Medi-Gap), Medicare Advantage Plans and Part D prescription drug plans.... Read Steve's bio: https://hubs.la/Q018-pNC0 #MeetTheTeamMonday

Before the first meeting, you can review our checklist and gather relevant documents. This will ensure we can spend our time together focusing on your financial goals and objectives: https://hubs.la/Q018-qvl0

In this week's issue, we look at some of the latest investor sentiment data and share our thoughts about the disparity between what investors are saying and what they are actually doing: https://hubs.ly/Q019T78B0

Whether you own a traditional whole life insurance policy, or an interest- or investment-sensitive policy, it is important to have some familiarity with how your policy earnings are determined. Read more in our lastest blog: https://hubs.la/Q019T0qf0