Secure Planning Strategies – Financial, Estate, Retirement and Special Needs Planners, Investment & Securities Advisors, Portfolio Managers and Certified Gerontologist located in Southfield, Michigan.

Secure Planning Strategies (SPS) is nationally recognized as a leading independent wealth management and investment advisory firm. Located in Southfield, Michigan, we provide portfolio management and a full range of financial and special needs planning services. Founded by CERTIFIED FINANCIAL PLANNER™ Minoti Rajput in 1989, we are your trusted partner, offering independent advice and financial counsel to assist you as you build and maintain your wealth – helping you realize your financial possibilities. 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.Our reputation is based on your results. That’s why we work tirelessly to provide you with the choices that deliver results and minimize the risks for you and your family.
We dedicate ourselves to the areas that mean the most to your life:Comprehensive Financial Planning - Integrating the three stages of your financial life cycle – Accumulation, Preservation and Distribution – essential for your financial security. Retirement Living - Preparing you for the years before and during your much-deserved retirement. Investment Solutions - Planning, management and options involved in successful investing, including: asset allocation, diversification in products and management style, and re-balancing; risk tolerance; and tax considerations. Estate Planning & Wealth Preservation - Offering counsel and guidance for tax-management and investment strategies to maximize growth potential while lowering taxes. Risk Management - Analyzing exposure to risks and utilizing the tools necessary to manage and protect your family. Special Needs Planning - Recognizing the challenges of providing for the future of a loved one with Special Needs. Financial Gerontology - Assisting and counseling for caregivers dealing with the difficult and challenging aging process of elderly family members.

InFocus for May 2009

SPS leaders Minoti H. Rajput, CFP^®, RFG™ and Mehul S. Mistry, CFP^®continue their Special Needs Seminars for 2009 on Thursday, May 21 in Berkley. This seminar is presented throughout the year at various sites across Metro Detroit. Visit our Workshops & Events page for additional details.