Planning, Management and Options
Secure Planning Strategies seeks clients who have basic and working knowledge of investments, and who are willing to be investors rather than traders. Most investors find it difficult to get involved in the day-to-day management of their investments. We work with existing assets and build around them. We try not to “lock” into any plan that is not flexible. We consolidate our client’s investments, depending upon the situation, for ease of administration, for tracking and tax reporting.

Our strategies include:

• Asset Allocation & Diversified Management Style
  We believe in the value of diversified portfolios, as well as diversification in management style. The combination of Active and Passive Management styles helps provide growth for the long term and capital preservation. We concentrate on various categories of investments – not just on products. Our portfolios are automatically re-balanced when managed professionally. These factors may enhance the value of the portfolio in the long run as it provides stability in a down market.
• Risk Tolerance
  We educate clients about risk, helping them to understand that risk comes in different forms such as market risk, interest risk and inflation risk. We help our clients design a portfolio where the diversification among classes of products and management style can lower each of these risks and may enhance the value of the investments.
• Tax Consideration
  We concentrate on the after-tax rate of return. Whenever necessary we emphasize tax managed investment strategies to maximize growth potential and lower taxes.
  We offer our clients personally managed accounts of stocks, bonds, mutual funds and other investments of both liquid and non liquid nature. The managers and funds are selected based upon the merits of the products and management style, track record and the objectives of our clients. In addition, we provide ongoing education and service to our clients and help manage expectation and concerns over market fluctuation. We offer investments and advisory services through our broker dealer Capital Analysts Incorporated of Pennsylvania, which clears through National Financial Services.