Discover a simple proven process to finally take back control of your retirement, enjoy safe predictable income for as long as you want, preserve & grow your nest egg, without giving up access to your money.

We Commit To Acting As A Fiduciary For Our Clients, So You Can Rest Easy Knowing That Any Of Our Recommendations Are Solely Rooted In Your Best Interest.

why work with us?

Experience Our Innovative Strategies For Retirement Income

Social Security Maximization

Navigating all the various opinions about when and how to begin taking Social Security can be very confusing for some retirees.

Let us help you by providing you with a simple by effective mathematical analysis so that you can feel confident in optimizing your Social Security benefits in the most efficient way possible.

Income Ladder Strategies

Discover the power of income laddering and how the right plan can provide you with predictable, increasing income for life, while still preserving your nest egg's principal balance and giving you liquidity & flexibility at the same time.

Be sure to watch our Retirement Income Acceleration System video above.

Budgeting & Cash Flow

Accurately calculating your income & expense requirements during retirement is an important part of the retirement planning process, however it can be challenging to best coordinate your different sources of retirement income. At Retirement Income USA, we can help design the right cash flow program for your needs.

Learn More About Our Unique
"Retirement Income Acceleration System"

learn more

Use our experience to create your retirement

Richard Ehrlich

My name is Richard Ehrlich. I founded The Secure Wealth Planning Group with the focus. My focus is guiding individuals so that they can make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about. And I want to do this for YOU!

As a Certified Financial Fiduciary, I don't believe that any one category of financial vehicle is inherently better than another nor that one type of vehicle is right for everyone. My team and I let the results you desire dictate which vehicles to use.

We then combine those vehicles in a mathematically correct solution to meet your financial objectives.

See What Our Clients Say About Working With Us

Secure Wealth Planning Group

4.8

Based on 17 reviews

Cheryl Mendeloff

14:04 05 Aug 21

Richard and his team, shout out to Samara Block, were a pleasure to work with and kept me informed every step of the... way. I am more financially prepared for retirement based on the planning I did with Richard. Thank you for your help! Highly recommend!read more

Jorge Recio

13:37 14 Jun 21

Working with Richard and Samara has been a very rewarding experience. Richard's personalized approach ensures that you... get the investment option that better suits your needs. They follow-up on everything and walk with you every step of the way. Their professionalism and kindness makes very comfortable, I am glad I met them.read more

Nelia Cabug

18:11 02 Jun 21

For any assistance on our financial concerns, Secure Wealth Richard & Samara has been so diligent in responding to... attend to our need. They immediately took care of my concern in their expertise professionally & handled a situation responsibly. Truly appreciate you guys as always.read more

Frank Arcia

20:57 25 Mar 21

I'm delighted to share my positive and professional experience with Secure Wealth Planning. It's critically important... to choose wisely your financial planners and a team of professionals you can genuinely trust. The human touch and true understanding of one's needs and goals were captured from the onset when I met Richard Ehrlich and later Samara, providing amazing support, educated suggestions of where to invest plus a clear understanding of their process and winning financial system.I'm not one to easily provide reviews and have dealt with numerous financial institutions and top investment firms over the last 20+ years of my professional career. It was long overdue to settle with a valued and respected financial planning firm to manage my investments and retirement planning for a promising future I can happily live with and accept with complete confidence. If you truly value your nest egg and want it to grow properly, I'd highly recommend Secure Wealth Planning as your trusted financial partner. Good Luck and All the Best, Frank Arciaread more

Celso Schinner

02:29 13 Mar 21

Richard Ehrlich has been an excellent investment advisor for me.He was able to explain to me in very clear ways how... the financial market works , what are the best options available to my situation and how to minimize the real threats when the financial market gets crazy.There are simply too many variables and things I didn't even know about ,and Richard is helping me understand the big picture, and how to protect and make your investments grow.Thanks !read more

Joanie Hamilton

14:50 24 Jan 21

Such an amazing experience that was handled with patience and care!

Seth rieback

21:46 25 Jun 20

I have been a client of Richard's for the past five years and I highly recommend him. He thoroughly explains all of... your investment options for a maximum return with minimum risk. he is always available to answer any questions you may have and I trust him completely!read more

Nicole Turetsky

18:48 16 Jun 20

Being a conservative do it yourself’er we were always on the lookout for interesting investments and safe harbors for... our accumulated wealth. We heard Richard Erlich speak at a dinner we were invited to a few years ago. We always try to dodge these dinners but this one seemed interesting, so we decided to listen. Richard explained his product clearly and without a push. He seemed sincere and extremely professional in his presentation and we decide to visit his office to have some of our questions answered. We felt a level of trust we had not felt in other wealth managers in quite a while. We decided to invest a little and see how the relationship would develop. Richard has become a trusted advisor, which for us is a big deal, since we have and still do guard our portfolio with the upmost care. Since our initial investment we have continued to add to our portfolio with Richard. We enjoy speaking with him and getting updates on products or current standings and look forward to continued growth in our portfolio as well as our friendship.read more

Gary Mora

13:39 10 Jun 20

We have been with Secure Wealth Planning Group and have always had a great experience. Richard E. has done an... excellence job setting-up and managing our retirement investment accounts. I highly recommend this SWPG to anyone who wants help with their investments.read more

Gary Litman

01:23 09 Jun 20

Secure Wealth Planning Group's Richard Ehrlich is very personable, knowledgeable and professional. He has taken time to... review my previous portfolio and present a comprehensive retirement plan for me and my wife. I highly recommend him.read more

Blossom McLean

21:34 03 Jun 20

Very professional.. cares a lot .Excellent personality along with efficiency . Results exceptional

Frederick Bates

19:18 02 Jun 20

Rich has been managing my investment portfolio for the last 9 years. He has always been very professional, responsive... and caring. I would highly recommend.read more

robert mednick

18:51 02 Jun 20

I have been dealing with Secure Wealth Planning Group, Richard Ehrlichsince 2016. I only have good results from... dealing with him. Richard is always responsive to my many calls and answers or looks into myinquires. In fact I stopped by his office today and went over a yearly statement with him. It is very comforting to be able to sit down andgo over(review) my annual statements and my annual index investmentchoices. Continue the good work.read more

Next Reviews

Get in touch

Get social

(561) 340-2667

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Secure Wealth Planning Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Secure Wealth Planning Group a Registered Investment Advisor in the State of Florida.The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Links to Other Sites
The inclusion of any link is not an endorsement of any products or services by Secure Wealth Planning Group. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.
When you follow a link to one of these sites neither nor any agency, officer, or employee of the Secure Wealth Planning Group warrants the accuracy, reliability or Secure Wealth Planning Group timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Terms & Conditions