Financial Planning Services

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Professional Financial Planning

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

We will also look at personal financial and business financial considerations to maximize your growth opportunities and minimize liabilities.

  • College Funding Planning
  • Retirement Planning
  • Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Savings
  • Debt Management
Picture of Omar Garcia, CEO of Secure Plus Financial, closing a deal with a client in the transportation industry

Business Consulting Services

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.

Why Choose secure plus financial?

In the last 12 months, we helped our clients legally save over $1 million in Tax Payments!

We Live In Uncertain Times, Start Protecting Your Wealth and Plan Your Retirement Today!

Schedule an appointment with one of our financial advisors to learn how you can start protecting your wealth!