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.
why work with us?

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


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