Unlock Your Potential with Expert Financial Solutions
What We Offer
Tax-Efficient Solutions
We craft tax-efficient strategies that go beyond wealth preservation to drive growth and transformation. By tailoring estate plans to your financial goals and managing every step—from underwriting to legal reviews—we protect and optimize your legacy for future generations.
Equity Risk Management
We help you manage equity risk by providing tailored hedging and monetization strategies. Our approach reduces downside risk during market volatility and unlocks liquidity from concentrated positions without requiring immediate sales. This helps protect and optimize your investments for maximum value.
Epic Notes
With Epic Notes, investors can generate meaningful fixed-income from traditional stocks, while limiting downside risk. As the sole firm operating in this niche market, we offer unique opportunities not available elsewhere.
Welcome to your financial safe space.
We serve as a trusted Fiduciary, always acting in the best interests of our clients.
About the Founder
My name is Richard Ehrlich, and I am the founder of Secure Wealth Planning Group. Our mission is simple: to empower individuals like you to make informed financial decisions, avoid costly mistakes, minimize taxes, grow your estate, and uncover overlooked opportunities in your financial planning. By redirecting your dollars to what truly matters to you, we help you achieve your goals with confidence and clarity.
As a Certified Financial Fiduciary™, I believe that no single financial strategy or vehicle works for everyone. Instead, we focus on your unique objectives, letting your desired outcomes guide the solutions we recommend.
Together, my team and I integrate these strategies into a mathematically sound plan tailored to meet your financial goals. Let us help you create a secure and prosperous future.
Clients who:
Struggle with portfolio diversification due to a concentrated position.
Have accumulated significant wealth through stock or options as part of their employee compensation.
Recently sold their business and now hold shares in the acquiring company.
Received shares as an investor or executive and are now exploring their options.
Inherited a significant, concentrated position in family-owned shares and are unsure how to proceed.
Who We Serve
Connect with our seasoned financial advisors to get personalized insights and strategies.
