Secure Wealth Planning Group Inc.
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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
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?
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.
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.
05/27/2024
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.
03/25/2024
Talking to a financial professional today about how long-term care may help you avoid sticker shock later.
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.
03/11/2024
Long-term care allows you options....Stay in your home, if you choose, and get quality care you deserve.
03/04/2024
Planning now for long-term care later locks in your premiums and coverage.
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
02/19/2024
Your future will happen, whether you plan for it or not. Don’t pay more later for not planning ahead.
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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 |