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

Who are we

At Secure Wealth Planning Group We work with our client’s to help them take control of their financial future through education and the creation of a comprehensive financial strategy that are designed to help them with the critical areas of retirement planning.


Why SW 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.




AssetLock® is a communication tool developed to help users stay informed on their retirement accounts. With AssetLock® Personal, the user has complete control over the downside percentage (AssetLock® Percentage), which is used to send alerts.

Your advisor has elected to provide AssetLock® Personal at no cost to you, which gives you the ability to apply the AssetLock® alert system to accounts not managed by your advisor including 401Ks, 403Bs, 457Bs, & TSPs.
With AssetLock® Personal, you are in complete control over the AssetLock® Percentages on your accounts, and can even customize your alerts to best meet your needs! An AssetLock® Percentage can range from 5%-30% and is always based on the High Water Value for the account. The AssetLock® Value is the downside value which would trigger the AssetLock® Percentage.
AssetLock® Personal has several alert options which can be customized by you! You have the ability to set alert parameters based on your personal risk tolerance for each account, and can update them at any time! You can receive alerts when your account:

  • Receives Deposits
  • Earns Dividends
  • Reaches a New High Water Mark
  • Has Elevated Risk (Yellow)
  • Triggers AssetLock® (Red)

It is important to note that AssetLock® is programmed to adjust the High Water and AssetLock® Values to accommodate deposits and withdrawals to ensure an accurate representation of the status of the account. For more information on how this process occurs and the reasoning behind it, please ask an AssetLock® Equipped Advisor.

At AssetLock®, your security and protection are of the utmost importance. That’s why we partnered with Morningstar ByAllAccounts to bring you AssetLock® Personal. Morningstar ByAllAccounts has provided data aggregation services for 13+ years and works with over 15,000 institutions to aggregate over $1.6 trillion in account data daily.
We employ industry-leading technologies and policies to protect the confidentiality and privacy of each user’s financial and personal data and vigilantly update our systems to stay at the forefront of security, privacy, and continuity protection. To assure this security, we employ a number of different technologies including network security, application security, and encryption including the following:

  • Digital Certificates
  • Session Management
  • Financial Data Access Roles
  • Investor Account Access
  • Secure Connection - HTTPS
  • Data Encryption
  • Audit Logs and Notifications
  • Audit Logs and Notifications

For more information, please click HERE.

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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

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