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About SecureWealthPlans

About Us

Licensed financial planning & insurance advisory, built around your life since 1990.
A SecureWealthPlans advisor reviewing a plan with clients in person
2020
The year we opened our first office
Our story

Three decades of steady, unglamorous advice

SecureWealthPlans started in 1990 as a two-person insurance practice above a hardware store. Clients kept asking the same question: not "what's the hottest fund," but "will my family be okay." That question still shapes how we work — we underwrite risk before we chase returns.

Today our advisors hold CFP and CLU designations, and every plan is reviewed against your actual cash flow, not a model portfolio built for someone else.

CFP & CLU designations Licensed in all 50 states Flat-fee, no commissions
  • Fiduciary standard advisors
  • Licensed in all 50 states
  • Transparent, flat-fee pricing
  • Real advisors, 24/7 support line
What drives us

Our mission & vision

Our Mission

To give every family and business owner we work with a financial plan they actually understand — one built from their real cash flow and risk tolerance, not a model portfolio designed for someone else. We underwrite protection before we chase returns, disclose every fee up front, and hold ourselves to a fiduciary standard on every recommendation we make.

Our Vision

To be the advisory firm families stay with for decades, not quarters — known for plain-language plans, named advisors who pick up the phone, and advice that holds up whether markets are up or down. We want "will my family be okay" to always have a clear, honest answer, no matter where our clients are in the country or in life.

What we believe

The principles behind every recommendation

Fiduciary, always

Every managed account is held to a fiduciary standard — your interests come before firm revenue, full stop, on every recommendation we make.

Protection before growth

We size your reserve and insurance layer before we invest a rupee for growth. Downside protection isn't an upsell — it's the starting point.

Transparent, flat fees

One disclosed advisory fee, no hidden commissions steering the conversation. You always know exactly what you're paying for and why.

A named advisor

You get one advisor who knows your plan, not a rotating queue. Continuity matters when the advice spans decades, not quarters.

Plain-language plans

Every written plan is built to be read and understood by you, not just filed away. If you can't explain it back to us, we rewrite it.

Built for real life

Plans are reviewed against your actual cash flow and life changes — a new child, a move, a career shift — not a static model portfolio.

SecureWealthPlans today

The numbers behind the advice

10,000+
Assets under advisement
48
Licensed advisors on staff
2,000+
Policies & portfolios managed
11 days
Average claim payout we file on your behalf
Meet the team

Advisors who sign their own recommendations

Margaret Colton, Lead Financial Planner
Anuj Gupta
Lead Financial Planner, CFP
Ravi Desai, Insurance Advisory Director
Sunaina Tiwari
Investment Strategist, CFA
Elena Fontaine, Investment Strategist
Sunaina Tiwari
Investment Strategist, CFA
Samuel Achebe, Estate and Risk Planning
Shashank Ketkar
Estate & Risk Planning, CLU

Ready to build a plan around your life?

Book a free consultation with a named advisor — no product pitch, just a plain-language look at where you stand.

Book a free consultation