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.

Secure Planning Strategies

InFocus for July 2010

Principal Advisor Minoti Rajput, CFP^®and Senior Advisor Mehul S. Mistry, CFP^®have been named “Five-Star Wealth Managers” by HOUR Detroit and DBusiness magazines. This designation places them among just 7% of the wealth managers in the Detroit area to receive this honor. They are featured in a special section of the June/July edition of HOUR Detroit magazine.

The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 7% of wealth managers in the Detroit area in 2009 and reflects those scoring highest in client satisfaction.?@ Wealth managers where identified by surveys conducted with 1 in 5 high-net-worth households defined as the upper 1/3 in net worth and 4,200 financial professionals, and evaluated across nine attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction.?@ Favorable and unfavorable evaluations are included in the score.?@ Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints.?@ Wealth managers do not pay a fee to be included in the research or final list.?@ Scores reflect an average of all respondents and may not be representative of any one client's evaluation.?@ Working with a FIVE STAR Wealth Manager does not guarantee investment success.

Minoti Rajput and Mehul Mistry offer Securities through Securities America Inc, Member FINRA/SIPC and Advisory Services through
Securities America Advisors. Secure Planning Strategies and Securities America Companies are not affiliated.