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Financial Planning

At Secure Planning Advisors, our focus is on assisting clients on their financial journey. This typically includes an in-depth analysis of your current financial position, a detailed discussion of your personal goals for the future, and implementation of strategies recommended. The financial planning approach we take includes an in-depth analysis of the following integral topics:

Investment Planning: Assessment of your personal risk tolerance, evaluating investment strategies, funding major expenses such as a home or future education, and designing an asset allocation strategy* that works for you.

Retirement Planning: Estimation of retirement income and expenses, determination of retirement savings needs and ultimately creating a retirement income distribution strategy.

Current Financial Position: Determining current income and expenses as well as current and projected net worth, and creating a base of liquid emergency funds.

Estate Planning: Designing and implementing a strategy to transfer wealth according to your wishes while helping minimize estate taxes and expenses.

Protection Planning: Strategies like life insurance, disability insurance, and long-term care insurance that provide complete protection for you and your family.

Our financial planning clients are able to track their progress toward specified goals through a personal web site powered by EMoney Advisor that we make available. For additional information regarding the financial planning process, please contact us at (215) 540-1188.

*Using asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.