Welcome to Financial Security Planning Services, Inc.

Work with a Team You Can Trust

In addition, we are a Registered Investment Adviser, which imposes upon us a higher fiduciary duty to act in our clients' best interests. Our services are carefully tailored to each client's needs and objectives. There is thus a legal requirement as well as our own dedication to the principle that our clients should make the most informed financial decisions possible.

"The ability to invest for return AND make a difference" is increasingly growing in importance. Investors are no longer just satisfied with portfolio gains; they want to also make sure their investments meet their personal beliefs, improve the world around us, or support companies and industries that are seen as good actors. Surveys show that more than 70% of women, millennials, and high-net-worth households now consider what they invest in as much as the technicals and fundamentals. Please contact us to receive your “Guide to Socially Responsible Investing."