Secure Wealth Planning Group Inc.

Secure Wealth Planning Group Inc. Tax Optimization, Retirement Plan. Let's Get You To Financial Freedom! Message Me Now! https://wa.me/17543074895/

You’ve put your working years behind you, it’s time to put your financial worries there as well. Here at the Secure Wealth Planning Group we believe that a sound financial plan is more than just the ability to pay your bills. A secure retirement is about planning for the future, planning for the luxuries, planning for the unexpected and the inevitable. When you have a sound financial plan in place

that protects your valued assets, provides for ALL your needs, and access to dedicated money managers who actively manage your wealth to avoid risk and market volatility - while participating in market gains– then, and only then, do you have real peace of mind.


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Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Secure Wealth Planning Group. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, Security Benefit Life, FC Stone and Wells Fargo Bank, N.A.

”Liking” does not constitute an endorsement of the advisor or Horter Investment Management”

Lisa likes pottery because it speaks to her about life. Just as she shapes the clay into art, she has the flexibility to...
06/24/2024

Lisa likes pottery because it speaks to her about life. Just as she shapes the clay into art, she has the flexibility to repurpose her resources in retirement. Do you?









You’ve done an amazing job preparing for . Congrats! What if you could use some of those dollars to help provide for fu...
06/10/2024

You’ve done an amazing job preparing for . Congrats! What if you could use some of those dollars to help provide for future extended care needs. Let’s talk.









Have funds you’re holding on to? You can’t keep them in your account(s) indefinitely. Required minimum distributions (...
06/03/2024

Have funds you’re holding on to? You can’t keep them in your account(s) indefinitely. Required minimum distributions (RMDs) will impact you at a certain age. Let’s work together to develop a strategy that can help you get ahead of RMDs... and maybe more.









Preparing now for an unforeseen long-term care event can help you live the life you want in retirement. ...
05/27/2024

Preparing now for an unforeseen long-term care event can help you live the life you want in retirement.









Preparing now for an unforeseen long-term care event can help you live the life you want in retirement. ...
04/01/2024

Preparing now for an unforeseen long-term care event can help you live the life you want in retirement.









Talking to a financial professional today about how long-term care may help you avoid sticker shock later. ...
03/25/2024

Talking to a financial professional today about how long-term care may help you avoid sticker shock later.





Who will provide your care, and at what cost? Home care can be paid with long-term care protection. I can help with your...
03/18/2024

Who will provide your care, and at what cost? Home care can be paid with long-term care protection. I can help with your financial services.





Long-term care allows you options....Stay in your home, if you choose, and get quality care you deserve. ...
03/11/2024

Long-term care allows you options....Stay in your home, if you choose, and get quality care you deserve.





Planning now for long-term care later locks in your premiums and coverage.
03/04/2024

Planning now for long-term care later locks in your premiums and coverage.





The stress of being the caregiver for a family member is hard for everyone. Plan for help, for the sake of your loved on...
02/26/2024

The stress of being the caregiver for a family member is hard for everyone. Plan for help, for the sake of your loved ones





Your future will happen, whether you plan for it or not. Don’t pay more later for not planning ahead. ...
02/19/2024

Your future will happen, whether you plan for it or not. Don’t pay more later for not planning ahead.





Address

7280 W Palmetto Park Road, Ste 201N
Boca Raton, FL
33433

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15613402667

Website

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