Secura Financial Planning And Wealth Management

Secura Financial Planning And Wealth Management

10 employees
27 years in business

About this pro

We are an active financial planning firm that consults on ALL aspects of finance.  Whether it's employee benefits, understanding tax planning, college planning, insurance, retirement planning, or advanced estate planning we have unique skill sets and experts in all areas to collaborate and provide the best possible solutions to our clients.  We provide a simple fee structure for our advisory and financial planning clients that is competitive and efficient.  Come check us out!

Mr. Stone is a registered representative with and securities offered through Crown Capital Securities, L.P. (CCS) Member FINRA/SIPC. Investment advice offered through Secura Financial, LLC, a registered investment advisor. Secura Financial, LLC is a separate entity from CCS.

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Orange, CA 92868
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What is your typical process for working with a new customer?

The initial consultation is free to help us understand your situation.  From there we have a planning agreement that contractually binds us to deliver on what we promise.  Financial planning clients will have 3-4 meetings to build a personal financial plan and explore the different ways that we can help clients achieve their goals.

What education and/or training do you have that relates to your work?

Certified Financial Planner

Certified Private Wealth Advisor

Masters in Financial Planning

Attorney (J.D.)

Accredited Estate Planner

Certified Exit Planner

Chartered Life Underwriter

(and more)

Services offered