Secure Planning Inc

Secure Planning, Inc., based in Portsmouth, New Hampshire, is a small financial planning firm founded in 1990. The company employs four people and generates over $10,000 in annual revenue. Secure Planning, Inc. distinguishes itself through its commitment to team member development and a unique approach to staff onboarding. The firm specializes in providing comprehensive financial planning services, catering to a diverse clientele with a range of financial needs. Their services likely encompass areas such as retirement planning, investment management, and estate planning. All new Secure Planning representatives undergo the Kolbe A Index assessment, a standardized tool designed to identify individual working preferences, talents, and styles. This process aims to optimize team dynamics and ensure each representative is placed in a role that aligns with their strengths. For more information on Secure Planning, Inc., please visit their website at secureplanning.com.