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Secure Planning, Inc.

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Secure Planning, Inc.

Mission statement:

To create and maintain wealth for our clients through long-term asset management.

Overview:

Secure Planning, Inc.® is a wealth management company committed to the personal and financial success of its clients. Through long-term partnerships resulting from earned trust and dedicated attention, we offer you a balanced, disciplined, personalized approach to wealth accumulation and estate preservation.

In our relationship with you, we are guided by your personal financial goals, life circumstances, and tolerance for risk. Your well-being – in every aspect of your life – is our fundamental concern. By choosing Secure Planning, Inc., you place your trust in us, and we honor that trust.

History:

Secure Planning, Inc. was founded in 1990 by Edward J. Mallon, CFP, CLU.

Member: FINRA, SIPC

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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