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Services We Provide

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We take pride in providing comprehensive retirement planning services to our clients.

We review our clients’ wills, estate plans/trusts, taxes, and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

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We’ll build a personal investment strategy for you.

For years, the traditional investment management sales approach has been to simply ask how much money you have and then tell you how they’ll invest it. Compounding this shortsighted approach, many advisors are often too focused on selling proprietary products—with little consideration on what matters most to you. That’s not our way.

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Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement.

Tax planning can have a large impact on the amount of wealth you will be able to transfer to your legacy. We will help ensure that your retirement plan is tailored to utilize both tax advantaged and taxable products to help certify you and your heirs are maximizing wealth for generations to come.

Working in concert with your personal tax professional or our partnership with local CPA firms, we can provide tax reduction strategies. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

  • Tax Planning Services:
  • Roth conversion analysis
  • Year-end tax filing services
  • 1040 tax optimization reports
  • Personalized tax reduction reports

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A Fidelity study found that three out of four pre-retirees don’t have an income plan, and of that group, one third say they didn’t create a plan because they were afraid of what if might tell them.

Today’s challenge is to make your retirement nest egg generate enough income to last for the rest of your life.

If a couple is 65 years of age today, there is a more than 50% chance one of them will live to age 92. Many Americans will spend as much as a third of their lives in retirement.

 

Through our process, we’ll help you answer these important questions:

 

  • How should I plan for retirement?
  • Will my investments keep pace with inflation?
  • How can I keep my portfolio growing without assuming too much risk?
  • How much can I withdraw without depleting my savings too soon?
  • Will health problems cause me to dip into my retirement savings?

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Social Security provides the income stability that many retirees are looking for in retirement.

Because of the complexity, there are many important, individual decisions that need to be made to choose the best option for you.

We have put together a process that helps you answer the following questions:

 

  • What is your Social Security amount?
  • When is the best time to start taking your Social Security Benefit?
  • Are there different options if you are married?
  • Is there an impact of earning additional income when you are receiving your benefit?
  • How much tax are you paying on your Social Security?
  • Are you concerned about the amount of retirement income you will be receiving?

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WOULD YOU LIKE TO KNOW MORE?

Get The Simple Retirement Income Planning Answers You Need…

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Terms & Conditions | Privacy Policy

© 2020 Tactical Income Architects | All Rights Reserved

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies, LLC. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

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Secure Wealth Planning Group
4.6
Based on 8 reviews
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Seth rieback
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!
Nicole Turetsky
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.
Gary Mora
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.
Gary Litman
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.
Blossom McLean
Blossom McLean
21:34 03 Jun 20
Very professional.. cares a lot .Excellent personality along with efficiency . Results exceptional
Frederick Bates
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.
robert mednick
robert mednick
18:51 02 Jun 20
I have been dealing with Secure Wealth Planning Group, Richard Ehrlich since 2016. I only have good results from dealing with him. Richard is always responsive to my many calls and answers or looks into my inquires. 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 and go over(review) my annual statements and my annual index investment choices. Continue the good work.
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