That's Secure Wealth Planning

Security & Peace of Mind.

Safety First

Richard started The Secure Wealth Planning Group with the commitment to his clients not only to provide a guaranteed Paycheck for Life, but a guaranteed Playcheck - because life is more than a paycheck.

Our goal is to help you put your financial worries behind you, and provide you with a secure financial plan that gives you true peace of mind.


At Secure Wealth Planning Group, we focus on providing our clients with solutions that allow them to participate in market upswings while seeking to avoid or eliminate market losses.

Our goal is to provide our clients with investment strategies that are designed to help them manage their downside risk while having a strategy for success.

Keep It Simple

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As retirement and investment specialists, we focus on creating value, security, and peace of mind for our clients and their families.

We specialize in protecting our client's life savings from market volatility, creating family legacies, income tax reduction, and income planning that helps ensure you will always have a paycheck and playcheck for life.

Attend one of our upcoming classes and learn how to have security & peace of mind in your retirement. Find a class today, click here.