Secure Planning Group
Financial Services • 
Horsham, Pennsylvania, United States • 21-50 Employees
Company overview
| Headquarters | 200 Gibraltar Rd, Horsham, Pennsylvania 19044, US |
| Phone number | +18009053290 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Alternative Investments, Retirement Plans, Fee Based Financial Planning, Nonqualified Plans And Executive Compensation |
| Founded | 2012 |
| Employees | 21-50 |
| Socials |
Key Contact at Secure Planning Group
Travis K. Boyer
Financial Advisor & Vice President
Secure Planning Group Email Formats
Secure Planning Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@securepg.net), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@securepg.net | 68.8% |
{first name}.{last name} | john.doe@securepg.net | 31.2% |
About Secure Planning Group
Secure Planning Group, LLC is an individual and corporate planning firm. Whether you are an individual or a company, Secure Planning Group, LLC has you covered. We work with individuals, business owners, and families alike to deliver an objective approach to individual and corporate financial planning. Clients have grown to expect a thorough and comprehensive experience when working with our advisors. We strongly believe that there is no “one size fits all” approach when it comes to our Financial Advisors managing your advisory assets and providing services and guidance to you, your family, and your employees. In the world we are living in today, it is important to understand that people are living and working longer. Creating and preserving your income in retirement is vital to pursuing your overall retirement and financial planning needs. By setting goals and implementing realistic strategies to pursue them, together we are able to choose plan strategies or plan designs that seek to address each client’s unique situation. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). CRPC conferred by College for Financial Planning, CRPS conferred by College for Financial Planning. The financial professionals associated with DBA may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Secure Planning Group revenue & valuation
| Annual revenue | $12,800,000 |
| Revenue per employee | $582,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $41,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Secure Planning Group has 12 employees across 3 departments.
Departments
Number of employees
Funding Data
Secure Planning Group has never raised funding before.
Secure Planning Group Tech Stack
Discover the technologies and tools that power Secure Planning Group's digital infrastructure, from frameworks to analytics platforms.
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Germany
Poland
Frequently asked questions
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