Secure Plus Financial

05/25/2026

Today we remember the service members who gave their lives for our country.

If someone in your family, friend group, or workplace carries this loss, give them a call today. A short conversation goes further than you'd think.

This is a day to come together as Americans.

05/21/2026

🚨 Live in a few hours.

Our founder Omar Garcia Tax Strategy going live at 11 AM Central with a free workshop for insurance agency owners. Cleaner books, smarter tax planning, decisions you can actually trust.

Last call to register 👉🏻 https://us02web.zoom.us/meeting/register/fZVqVOp6RlONnJI3fakCgQ

05/20/2026

📢 Live tomorrow at 11 AM Central.

Our founder Omar Garcia going through cleaner books, smarter tax planning, and the framework for decisions you can actually trust. Free 45 minutes.

If you've been on the fence, this is the call.

Register: https://us02web.zoom.us/meeting/register/fZVqVOp6RlONnJI3fakCgQ

05/20/2026

2 days out from our founder Omar's free workshop for insurance agency owners.

If your numbers have been getting harder to read every quarter, this 45 minutes is built for you.

Free, no pitch. Register: https://us02web.zoom.us/meeting/register/fZVqVOp6RlONnJI3fakCgQ

05/18/2026

3 days out from our founder Omar's free workshop for insurance agency owners.

Here's what we're covering:

• Why growing agencies outgrow basic bookkeeping
• The 3 financial blind spots most owners share
• What "decision-ready" books actually look like
• Where to start when everything feels behind

🕙 45 minutes. No pitch.
🔗 Save your spot: https://us02web.zoom.us/meeting/register/fZVqVOp6RlONnJI3fakCgQ

05/17/2026

🌞 Sunday thought for agency owners.

The owner pay question rarely gets the attention it deserves. How you take money out of the agency matters as much as how much. It's also the easiest place to leave tax money on the table.

Our founder Omar Garcia Tax Strategy is covering this and more on Thursday May 21. Free 45-minute workshop.

Link in the comments.

05/16/2026

A pattern we keep seeing with growing insurance agencies.

The owner could answer every financial question 3 years ago. Now there are more producers, more carriers, more line items, and the same questions feel impossible to answer fast.

Our founder Omar is unpacking why this happens on Thursday May 21. Free workshop.

Link in the comments.

05/15/2026

📢 Quick heads up before the weekend kicks in.

Our founder Omar Garcia Tax Strategy is hosting a free workshop next Thursday for insurance agency owners. Cleaner books, smarter tax planning, decisions you can actually trust. No pitch, just the stuff.

Save your spot:
https://us02web.zoom.us/meeting/register/fZVqVOp6RlONnJI3fakCgQ

A practical webinar for insurance agency owners who want cleaner books, smarter tax planning, and more confidence in their numbers. Who this is for This webinar is designed for independent insurance agency owners and brokerage principals with growing revenue, multiple producers, and increasing finan...

09/10/2025

What's one word you'd like your team to use when describing your business 5 years from now? ✨️ Inspirational!