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 14 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 tax plan towards meeting your financial goals – we can’t wait until we have the opportunity of working together!

Company Mission

Our mission is to empower our clients to make smart and informed financial decisions to accumulate wealth and secure your financial future.

Company process

We have a three-step process to understand our client’s financial situation, address the financial objectives, and meet the financial goals:

  1. Getting reliable financial information
  2. Understanding the financial information
  3. Planning out objectives and goals
 

SECURE PLUS FINANCIAL TEAM

Estefania Payns

Insurance Broker

Omar A. Garcia

Founder & CEO

Michael Jeter

Chief Financial Officer

Picture of Michael Jeter, Chief Financial Officer CFO at Secure Plus Financial, 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.

Juan Turrubiartes

Tax Accountant

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Maria Johnsen

Staff Accountant

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Cristina Reyes

Executive Assistant & administrator

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Erick Lorini

Marketing Director & CTO

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Why Choose secure plus financial?

In the last 12 months we helped our clients legally save $432,000 in Tax Payments! Your business can start saving thousands of dollars in Tax Liability today!

Tax Season is here! Download our
2022 tax guide

The 2022 Tax Guide for Small Business Owners helps you reduce your tax payments and use those savings to grow your business.