SPS was founded by Minoti Rajput, CERTIFIED FINANCIAL PLANNER™, in 1989.  Today Secure Planning Strategies is nationally recognized as a leading independent wealth management firm. By utilizing a comprehensive approach to wealth management and financial planning we systematically guide each client through a process of estate planning and asset management in two distinct areas of specialty:

Wealth Management and Financial Planning for affluent families, professionals, business owners, retirees and women.

Special Needs Planning dedicated to working with families of Special Needs adults and children, regardless of their net worth, in their estate and financial planning.