Questions? Call Us Today! Tel: (561) 340-2667 | 7280 W Palmetto Park Road #201N Boca Raton, FL 33433

You Work Hard For Your Money
We Work Hard To Protect It

  • PRESERVE: Create a sustainable stream of guaranteed income you can't outlive
  • PROTECT: From sudden, unexpected violent downturns in the market
  • DEFEND: From Heavy, Immediate, Unnecessary Taxes

What do baby boomers & retirees
FEAR THE MOST?

Richard Ehrlich
& The Secure Wealth Planning Group

  • Providing advice in your best financial interest
  • Focused on helping you grow your wealth
  • Representing your best financial interests and focused on helping you grow your bottom line.
Forbes recommends
Fox News recommends
Observer Lifestyle recommends
24%
Of retirees are employed full-time after retirement.
Retire in confidence
with our protection
Did you know?
"55% of Baby Boomers Fear
Outliving Their Money"

Source Transamerica Center for Retirement Studies

Unlock Exclusive Content

Learn About Asset Lock®: Smart, disciplined investing with AssetLock® — The way
to weather the turbulence of the financial market
and ensure a brighter future.