financial services and tax advisory firm

PROVIDING FINANCIAL SERVICES TO TEXAS FOR OVER 13 YEARS

We work alongside clients to implement tax planning, bookkeeping, tax preparation, CFO services, payroll, insurance, retirement planning, investment, and financial planning.

CALL US NOW TO SCHEDULE AN APPOINTMENT!

Schedule A Free Appointment Today!

secure plus financial

Financial Services and
Tax Advisory Firm

Secure Plus Financial is a full-service financial planning and wealth management firm. We work alongside clients in the whole State of Texas to implement tax planning, bookkeeping, tax preparation, CFO services, payroll, insurance, retirement planning, investment, and financial planning. Our goal is to help you create a sound future for yourself or your family so that you have the resources to enjoy life today.

We provide personalized advice on how you can save money in taxes while preserving your assets for tomorrow’s challenges. We also offer comprehensive investment strategies designed with an eye towards income generation and preservation of capital gains through diversification of risk and other parameters suitable for each individual.

The Secure Plus Financial Team Analyzing a Financial Plan in Brownsville, TX

Explore your life insurance options and find the life insurance coverage that best fits your needs.

Our insurance broker team will help you to find and compare multiple plans to find the insurance coverage that is right for you. Whether that is Individual, family, or group plan we will find you the best deal.

Personalize your financial goals and establish a saving strategy, so you can enjoy all the benefits that a retirement plan can offer.

Learn how tax planning strategies can help you save thousands of dollars a year in taxes by taking action today.

Our team of professional experts in tax preparation will help you prepare and submit your individual and business tax return to the IRS in accordance with the latest tax legislation.

A Quarterly Tax Assessment will help you save more in tax payments by setting aside quarterly tax payments to avoid surprise tax bills that can increase your tax liability.

Allow yourself to focus on the daily operations and goals of your company, while our team of bookkeeping experts helps you ensure your financial records are accurate and complete.

We’ll handle the payroll of your business so that you can invest your time in growing and managing your business.

Understanding your cash in and cash out transactions can help you ensure your cash flow is accurate to avoid bills and payroll issues.

We help you create a plan that looks at a variety of options such as debt financing through banks and or financial institutions, private equity financing so that you may raise the money you need to grow your business.

We’ll help you take the right legal decisions to start your business with any type of legal entity.

Understand the current value of your business. Our team can provide you accurate numbers of your business current financial status with easy to understand reports.

We’ll help you make a financial plan for saving and investing. Planning is the best vehicle for wealth creation and our team is ready to help you start increasing your wealth today. 

Financial planning is the process of creating a roadmap in which we’ll help you build wealth and protect your assets.

Testimonials

Very friendly and attentive staff that really aims to take care of your individual needs and affordable prices. Overall excellent service!
Great service and very well organized they helped me both financially and with my medical insurrance.
I had a good experience while obtaining insurance here. I recommend it.

SECURE PLUS FINANCIAL ON

Did you know you can plan your retirement while succesfully growing your business?

Click the button below to Schedule an Appointment today to learn how! Our Financial Experts are ready to start helping your business save money and help you plan for your retirement!

Download our tax guide for succesful business owners, it's free!

The 2021 Tax Strategies for Small Business Owners FREE e-book is intended to help you maximize tax savings within your business and utilize those savings to grow your business.