Company Profile: Secure Planning Group, LLC
Secure Planning Group, LLC is a distinguished financial services firm situated in Horsham, Pennsylvania. Established in 2012, the company has built a reputation centered on delivering personalized financial planning services to individuals, business owners, and families. Their offerings span fee-based financial planning, alternative investments, retirement plans, and executive compensation strategies. Aiming for tailored financial solutions, they emphasize an individualized approach to each client’s unique financial aspirations.
Key Personnel
- John E. Simone: Serving as the Managing Partner & CEO, John holds multiple certifications, namely AIF, CPFA, CRPC, and CRPS. With a rich experience of over 25 years, he directs business owners, key executives, and high-net-worth clients towards achieving their financial goals. A perennial winner of the Five Star Wealth Management award for eleven years, he actively engages on LinkedIn, sharing pivotal insights on financial advisories.
- Neil Gordon: As Managing Partner and Financial Advisor, Neil combines his certification credentials — AIF, CAP, ChFC, CRPS — to specialize in wealth management and insurance strategies. By recent achievement of the CAP credential, he augments his expertise in estate planning and philanthropy.
- Josh Rothbard: With certifications including CDFA and AIF, Josh functions as Senior Vice President, concentrating on financial strategies for professionals and business owners. His public engagements involve educating audiences on fiduciary responsibilities and financial strategies, notably in divorce settlements.
Company Culture
Secure Planning Group’s ethos revolves around an objective financial planning approach, eschewing a universal solution in favor of bespoke advisory asset management strategies. Their commitment to client education manifests in frequent market insights and educational content publications. Operating under LPL Financial, they transact business through certified professionals across various states.
Online Presence
- Website: [securepg.net](http://www.securepg.net)
- LinkedIn: Offers market commentary and educational posts on financial strategies.
- Facebook: Shares service updates, financial advice, and news on client engagements.
Office Location
Address: 200 Gibraltar Rd, Horsham, Pennsylvania 19044, US
Secure Planning Group commits to high-quality service delivery, ensuring comprehensive client interactions. Their proactive market approach and targeted strategies render them a significant player in the financial services industry, prioritizing long-term client growth and trust.
Competitor Profile
Secure Planning Group operates within a highly competitive financial advisory market. The firm’s principal rivals include Northwestern Mutual, State Farm Agent, MassMutual, and Transamerica, all of which provide comparable financial and investment services, demanding innovative differentiation from Secure Planning Group.
Notable Competitors
- Future Assist Group: An Australian-based leader in wealth management and financial planning, Future Assist boasts an annual revenue of $10.4 million with a 10% workforce growth. Their holistic financial planning approach makes them a formidable competitor in the market.
- Diversified Planners, Inc.: A firm recognized for its market penetration through unique financial advisory solutions, competing with Copper Canyon Wealth Management and Lavelle Financial.
- FatTail Financial Advisory Group: They specialize in behavioral economics and portfolio theory, primarily targeting near-retirement individuals and socially responsible investors, positioning themselves against major players like Edward Jones.
- Anchor Wealth Management LLC: Operating out of Palm Desert, California, they provide investment advice aligned with client objectives. Competitors include Betterment and J.P. Morgan.
Competitive Analysis
Secure Planning Group must navigate the competitive landscape by leveraging its legacy of personalized service and expanding its offerings. The growth patterns of competitors like Future Assist indicate a trend towards client-centric planning. Understanding these dynamics can aid Secure Planning Group in enhancing value propositions and forging strategic alliances to strengthen market positioning. Their local emphasis in Pennsylvania provides a distinctive advantage, though broadened service scope and scalability are essential for enduring market relevance.
