Secure Planning Group

(on gibraltar road)
Financial and Investment Services in Horsham, PA
Financial and Investment Services
Financial Services

Hours

Monday
8:30AM - 4:00PM
Tuesday
8:30AM - 4:00PM
Wednesday
8:30AM - 4:00PM
Thursday
8:30AM - 4:00PM
Friday
8:30AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

200 Gibraltar Road
Horsham, PA
19044

About

Secure Planning Group, LLC is a leading individual and corporate planning firm. Whether you are an individual or a company, Secure Planning Group, LLC has you covered. We work with individuals, business owners, and families alike to deliver an objective approach to individual and corporate financial planning. Clients have grown to expect a thorough and comprehensive experience when working with our advisors. We strongly believe that there is no “one size fits all” approach when it comes to managing your money and providing benefits to you, your family, and your employees. In the world we are living in today, it is important to understand that people are living and working longer. Creating and protecting your income in retirement is vital to achieving your overall retirement and financial planning needs. By setting goals and implementing realistic strategies to reach these goals, together we choose the plan strategies or plan designs that suit the unique situation of each client.

Please also note our office at:
257 West Uwchlan Avenue
Downingtown, PA 19335

Photos

Secure Planning Group Photo Secure Planning Group Photo Secure Planning Group Photo Secure Planning Group Photo Secure Planning Group Photo Secure Planning Group Photo Secure Planning Group Photo Secure Planning Group Photo Secure Planning Group Photo Secure Planning Group Photo Secure Planning Group Photo

Services

  • Wealth Management
  • Comprehensive financial planning
  • Retirement accumulation planning
  • Investment Management
  • Estate planning
  • Insurance Planning – Life, Disability, Long term care
  • Corporate Retirement Plans
  • Deferred Compensation
  • Executive Bonus Plans
  • Group Benefits
  • Business Succession and Transition Planning

Latest

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks? SECUREPG.NET The Value of Insuring Against Life’s Risks
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons. SECUREPG.NET Four Really Good Reasons to Invest
Check out this video on taxes. #IncomeTax SECUREPG.NET The Facts About Income Tax
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities SECUREPG.NET Immediate vs. Deferred Annuities
Buying a home may be your largest financial commitment. Which loan is best for your situation? SECUREPG.NET Fixed or Variable Mortgage, Which Should You Pick?
In the world of finance, the effects of the "confidence gap" can be especially apparent. SECUREPG.NET Bridging the Confidence Gap
Retirement may change your perception of investment risk. SECUREPG.NET Your Changing Definition of Risk in Retirement
There are ways to protect your business in the event of your death or the death of a partner. SECUREPG.NET Insuring Your Business With a Buy/Sell Agreement
Worried about passing your wealth to a troubled adult child?There are strategies that can help. SECUREPG.NET When Heirs are Imperfect
You can help ensure that losing your wallet doesn't turn into something bigger. SECUREPG.NET What to Do When You Lose Your Wallet
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here: SECUREPG.NET Investing for Impact
M0 is the total of all physical currency worldwide. What’s it look like? SECUREPG.NET How Big is Money?
Over age 50? You may be able to catch-up on retirement. SECUREPG.NET Catch-Up Contributions
When the rules of the game change, tactics should follow in response to the new landscape. SECUREPG.NET Revising Estate Strategy Assumptions
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee SECUREPG.NET The Economic Journey of Your Morning Coffee
Wall Street has a lot of cliches. How many do you know? #WallStreet SECUREPG.NET 16 Wall Street Cliches in 60 Seconds
It’s possible to avoid these classic #retirement traps, with a little preparation. SECUREPG.NET Retirement Traps to Avoid
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard SECUREPG.NET Weighing the Benefits of Prepaid Debit Cards
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run. SECUREPG.NET A Home Insurance Claim: To File Or Not To File
A home is the single largest financial commitment for most people. What mortgage fits you best? SECUREPG.NET Choosing a Mortgage
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps. SECUREPG.NET Building Your Legacy
Worried about passing your wealth to a troubled adult child?There are strategies that can help. SECUREPG.NET When Heirs are Imperfect
How do you find care for your special-needs child? SECUREPG.NET Tips for Finding Care for Your Disabled Child
If you don’t have an #estatestrategy, here’s some reasons why you should. SECUREPG.NET Why Everyone Needs an Estate Strategy
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider. SECUREPG.NET To Buy or Not to Buy
Have a kid heading off to college? Here are a few tips. SECUREPG.NET A Cheat Sheet for Sending Your Kid to College
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now. SECUREPG.NET The Average American Budget
Take the time to think about these three things when shopping for your next vehicle. SECUREPG.NET Consider These 3 Things Before Driving Off the Lot
Secure Planning Group will be closed all day tomorrow, and we will be open Friday the 26th from 9AM until 1PM. Our entire team would like to wish you and your family a very Happy AND SAFE Thanksgiving.
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation SECUREPG.NET Inflation & Your Money
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF SECUREPG.NET Mutual Funds vs. ETFs
You can help ensure that losing your wallet doesn't turn into something bigger. SECUREPG.NET What to Do When You Lose Your Wallet
The average #retirement lasts for 18 years. Are you prepared to fill that many days? SECUREPG.NET 18 Years’ Worth of Days
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health SECUREPG.NET Money Draining Food Myths
Here are eight mistakes to avoid when #saving #retirement. SECUREPG.NET Eight Mistakes That Can Upend Your Retirement
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events. SECUREPG.NET Monthly Market Insights | December 2020
Here are a few key factors to consider when naming an executor for your estate. SECUREPG.NET And the Executor Is
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls? SECUREPG.NET Fallen Tree Damage—Who Pays?
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks? SECUREPG.NET The Value of Insuring Against Life’s Risks
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies SECUREPG.NET Personal Finance Tips for Military Families
The tax rules that govern donating art are complex and confusing. #taxes #art SECUREPG.NET Donating Art: Taxation Abstraction
Ben Franklin used compound interest to make big contributions to his two favorite cities. SECUREPG.NET The Power of Compound Interest
Secrets of the Temple: How the Federal Reserve works. #FederalReserve SECUREPG.NET How the Federal Reserve Works
As a friendly reminder we will be closing early today at 12PM and will be closed all day Christmas Day so that everyone at Miller's can enjoy the holiday. We will reopen Monday at 8AM. Have a safe and happy holiday!
There are billions in unclaimed dollars in the US. Is some of that yours? SECUREPG.NET Surprise! You’ve Got Money!
Your ideal #retirement may differ from reality, but we can work together to better align the two. SECUREPG.NET RE: Retirement
We will be closing early today at 12PM and will be closed all day New Year’s Day so that everyone at Secure Planning Group can ring in the New Year! We will be reopening on Monday, January 4. Goodbye 2020, HELLO 2021!!
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit SECUREPG.NET What If You Get Audited?
Every year since 1947, the U.S. President pens an economics textbook. SECUREPG.NET Required Reading: The Economic Report of the President
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT. SECUREPG.NET Do You Owe The AMT?
You make your own investment decisions, but how familiar are you with the products? Take our short quiz. SECUREPG.NET What’s Your Investment IQ?
In the world of finance, the effects of the "confidence gap" can be especially apparent. SECUREPG.NET Bridging the Confidence Gap
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health SECUREPG.NET Money Draining Food Myths
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. SECUREPG.NET Monthly Market Insights | January 2021
Could your portfolio benefit from a zero-coupon bond? SECUREPG.NET The ABCs of Zero Coupon Bonds
You make your own investment decisions, but how familiar are you with the products? Take our short quiz. SECUREPG.NET What’s Your Investment IQ?
In the world of finance, the effects of the "confidence gap" can be especially apparent. SECUREPG.NET Bridging the Confidence Gap
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here: SECUREPG.NET Medicare vs. Medicaid
In honor of Martin Luther King Jr. Day our office will be closed today, January 18th. We will be reopening on tomorrow, January 19th. If you need to reach out to us please email info@securepg.net.
Do you know what your #insurance needs are, when you’re married, with children? SECUREPG.NET Insurance Needs Assessment: Married With Children
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement SECUREPG.NET Social Security: Maximizing Benefits
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health SECUREPG.NET Money Draining Food Myths
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. SECUREPG.NET Monthly Market Insights | January 2021
Children with special needs may need ongoing help after theirparents are gone. SECUREPG.NET 4 Steps to Protecting a Child with Disabilities
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate. SECUREPG.NET Estate Management 101
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here: SECUREPG.NET Medicare vs. Medicaid
In honor of Martin Luther King Jr. Day our office will be closed today, January 18th. We will be reopening on tomorrow, January 19th. If you need to reach out to us please email info@securepg.net.
Do you know what your #insurance needs are, when you’re married, with children? SECUREPG.NET Insurance Needs Assessment: Married With Children
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement SECUREPG.NET Social Security: Maximizing Benefits
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision? SECUREPG.NET Rightsizing for Retirement
Being healthy may help your personal finances. SECUREPG.NET Putting a Price Tag On Your Health
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options. SECUREPG.NET Financial Aid for Students 101
Children with special needs may need ongoing help after theirparents are gone. SECUREPG.NET 4 Steps to Protecting a Child with Disabilities
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate. SECUREPG.NET Estate Management 101
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here: SECUREPG.NET Medicare vs. Medicaid
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. SECUREPG.NET Tax Rules When Selling Your Home
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance SECUREPG.NET A Look at Whole Life Insurance
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more: SECUREPG.NET Prescription Drug Benefits Under Medicare (Part D)
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision? SECUREPG.NET Rightsizing for Retirement
Being healthy may help your personal finances. SECUREPG.NET Putting a Price Tag On Your Health
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options. SECUREPG.NET Financial Aid for Students 101
Find out whether you are insurable before implementing a strategy using life insurance. SECUREPG.NET Universal Life Insurance
Did you know that women control 51% of all personal wealth in the United States? SECUREPG.NET Women on the Rise
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. SECUREPG.NET Tax Rules When Selling Your Home
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance SECUREPG.NET A Look at Whole Life Insurance
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more: SECUREPG.NET Prescription Drug Benefits Under Medicare (Part D)
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision? SECUREPG.NET Rightsizing for Retirement
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA SECUREPG.NET IRA Withdrawals that Escape the 10% Tax Penalty
In honor of Presidents' Day our office will be closed Today, February 15th. We will be reopening on Tuesday, February 16th. If you need to reach out to us please email info@securepg.net. Have a happy holiday!
There are four basic steps to calculating the value of an estate. SECUREPG.NET Four Steps to Valuing an Estate
Find out whether you are insurable before implementing a strategy using life insurance. SECUREPG.NET Universal Life Insurance
Did you know that women control 51% of all personal wealth in the United States? SECUREPG.NET Women on the Rise
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. SECUREPG.NET Tax Rules When Selling Your Home
You face sequence of returns risk. Know what it is? #investing #investmentrisk SECUREPG.NET The Investment Risk No One’s Ever Heard Of
$100 not spent is more like $143. Intrigued? #taxes #saving SECUREPG.NET Stop Wasting Money
How will your investments weather the ups and downs of the business cycle? SECUREPG.NET The Business Cycle
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA SECUREPG.NET IRA Withdrawals that Escape the 10% Tax Penalty
In honor of Presidents' Day our office will be closed Today, February 15th. We will be reopening on Tuesday, February 16th. If you need to reach out to us please email info@securepg.net. Have a happy holiday!
There are four basic steps to calculating the value of an estate. SECUREPG.NET Four Steps to Valuing an Estate
Three tips for giving smart from the heart. SECUREPG.NET Charitable Giving: Smart from the Heart
Many have heard they should avoid probate; do you understand what probate is and how it works? SECUREPG.NET Problems with Probate
You face sequence of returns risk. Know what it is? #investing #investmentrisk SECUREPG.NET The Investment Risk No One’s Ever Heard Of
$100 not spent is more like $143. Intrigued? #taxes #saving SECUREPG.NET Stop Wasting Money
How will your investments weather the ups and downs of the business cycle? SECUREPG.NET The Business Cycle
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA SECUREPG.NET IRA Withdrawals that Escape the 10% Tax Penalty
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance SECUREPG.NET The Other Sure Thing
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. SECUREPG.NET A Fruitful Retirement: Social Security Benefit
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls? SECUREPG.NET Fallen Tree Damage—Who Pays?
Three tips for giving smart from the heart. SECUREPG.NET Charitable Giving: Smart from the Heart
Many have heard they should avoid probate; do you understand what probate is and how it works? SECUREPG.NET Problems with Probate
You face sequence of returns risk. Know what it is? #investing #investmentrisk SECUREPG.NET The Investment Risk No One’s Ever Heard Of
How literate are you when it comes to your finances? Brush up with these five basics. SECUREPG.NET The Five Basics of Financial Literacy
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits SECUREPG.NET Changing Unhealthy Behaviors
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance SECUREPG.NET The Other Sure Thing
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. SECUREPG.NET A Fruitful Retirement: Social Security Benefit
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls? SECUREPG.NET Fallen Tree Damage—Who Pays?
Three tips for giving smart from the heart. SECUREPG.NET Charitable Giving: Smart from the Heart
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec SECUREPG.NET Insuring Your Business Against Cyber Liability
Buying a home may be your largest financial commitment. Which loan is best for your situation? SECUREPG.NET Fixed or Variable Mortgage, Which Should You Pick?
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy SECUREPG.NET The Financial Literacy Crisis
How literate are you when it comes to your finances? Brush up with these five basics. SECUREPG.NET The Five Basics of Financial Literacy
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits SECUREPG.NET Changing Unhealthy Behaviors
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance SECUREPG.NET The Other Sure Thing
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting SECUREPG.NET Value vs. Growth Investing
A #homewarranty may make sense, but you need to set proper expectations. SECUREPG.NET Making Sense Of A Home Warranty
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec SECUREPG.NET Insuring Your Business Against Cyber Liability
Buying a home may be your largest financial commitment. Which loan is best for your situation? SECUREPG.NET Fixed or Variable Mortgage, Which Should You Pick?
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy SECUREPG.NET The Financial Literacy Crisis
How literate are you when it comes to your finances? Brush up with these five basics. SECUREPG.NET The Five Basics of Financial Literacy

Information

Company name
Secure Planning Group
Category
Financial and Investment Services

FAQs

  • What is the phone number for Secure Planning Group in Horsham PA?
    You can reach them at: 215-540-5566. It’s best to call Secure Planning Group during business hours.
  • What is the address for Secure Planning Group on gibraltar road in Horsham?
    Secure Planning Group is located at this address: 200 Gibraltar Road Horsham, PA 19044.
  • What are Secure Planning Group(Horsham, PA) store hours?
    Secure Planning Group store hours are as follows: Mon-Fri: 8:30AM - 4:00PM, Sat-Sun: Closed.