About Us

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WE ARE A GROUP OF FINANCIAL EXPERTS

Secure Plus Financial is a financial services and tax advisory firm that works alongside clients to implement tax planning, bookkeeping, tax preparation, CFO services, payroll, insurance, retirement planning, investment, and financial planning. We help businesses and individuals meet their financial goals through a customized financial roadmap.

We Offer A Full Line Of Services For All Your Financial needs

ABOUT US

Secure Plus Financial is one of the most trusted financial planning firms in Texas, with over 8 years of expertise. We specialize in providing personalized services to our clients, no matter their size or tax needs. We work closely with you on your timeline and budget to implement a customized Financial Plans that help you reach your Personal, Professional, and Financial goals – we can’t wait until we have the opportunity of working together!

Company Mission

“Our Mission to impact the lives of small business owners by empowering them with Financial Solutions that will help them reach their Personal, Professional, and Financial Goals. “

Core Values

  • Inspirational
  • Discipline
  • Accountable
  • Transparent 
  • Value Alignment
  • Results-Oriented

Company Vision

  1. Impact the lives of 3,500 Small Business Owners
  2. Create 150 opportunities for new Team members
  3. Generate 100,000,000 annual revenue over the next 10 Years

SECURE PLUS FINANCIAL TEAM

Erick Lorini

Marketing Director & CTO

Picture of Erick Lorini, Marketing Director and Chief Financial Officer at Secure Plus Financial

Omar A. Garcia

Founder & CEO

Iryna Hlinina

Tax Accountant

Jevon Suralie

Senior Accountant

Picture of the Secure Plus Financial shield logo

Shafayet Murshed

Senior Accountant

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Estefania Payns

Insurance Specialist

Why Choose Secure Plus Financial?

Over the past year, our expertise has enabled clients to save over $1 million in tax payments legally! Start reducing your tax liability today and save thousands for your business!