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The Secure Planning Difference | Secure Planning Inc.
http://www.secureplanninginc.com/the-secure-planning-difference
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. The Secure Planning Difference. At Secure Planning, Inc. , creating a financial plan is not a one-time event. We are committed to a long-term partnership with you. As your life changes, your financial needs may also change. We monitor your portfolio and rebalance it as necessary to target your original goals as well as those that arise over the years. Today, more people than ever are opening their ...
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October 2014 | Secure Planning Inc.
http://www.secureplanninginc.com/content/october-2014
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. The third quarter of 2014 was nothing like the second quarter. The second quarter saw increases in just about every investment category that we use. This past quarter was one of new volatility in the markets. Bonds and stocks both spent the period going from highs to lows, then reversing course and reversing course again. The Role of the FED. One of the major concerns this year has been the impact ...
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Our Location | Secure Planning Inc.
http://www.secureplanninginc.com/locations
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. We are located in Portsmouth, NH. Portsmouth, NH 03801. I-95 South (from Maine):. I-95 North (from Mass.):. From Portsmouth Traffic Circle:. From Hampton, heading North on Route 1:. From Exeter, Route 33 West:. Across from Calvary Cemetery, at lights turn left onto Islington Street toward downtown Portsmouth. Continue straight along Islington until it ends. Take a right onto Middle Street&#...Secur...
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Our People | Secure Planning Inc.
http://www.secureplanninginc.com/our-people
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. Edward J. Mallon, CLU, CFP. Ed Mallon founded Secure Planning, Inc. in 1990. He is a Certified Financial Planner practitioner and Chartered Life Underwriter with more than 25 years of experience. He is a financial counselor to individuals, small business owners, and other professional advisors in the areas of asset management and tax, estate, and retirement planning. In New Castle, New Hampshire.
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The Financial Counselor Program™ | Secure Planning Inc.
http://www.secureplanninginc.com/fcp.asp
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. The Financial Counselor Program. Clients of Secure Planning, Inc. receive personal financial guidance through a systematic method called The Financial Counselor Program . Created by President Ed Mallon, the program helps you and your Secure Planning financial counselor discover and focus on your goals and needs, and then work together to find the best way for you to fulfill them. Secure Planning, I...
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July 2015 | Secure Planning Inc.
http://www.secureplanninginc.com/content/july-2015
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. Economic, Not Market, Growth. The second quarter of 2015 posed a dichotomy, with the economy growing and the stock and bond markets barely moving. There appear to be a number of reasons for this, some good for the long-term, others less so. Writing this newsletter in the latter part of July has allowed me to reflect on more of the information that is coming to light on the quarter just past. The Fe...
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Newsletters | Secure Planning Inc.
http://www.secureplanninginc.com/newsletters
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. The Fed and Brexit. A Look Back at the Quarter and Year. All and All Not Much. A Quarter with Little to Offer. The Reality of the Situation. Putting the Market in Perspective. Let’s go way back in the past, to September 30, 2015. At that point, the S&P 500 was at 1920! The Reality of the Situation. Putting the Market in Perspective. Portsmouth, NH 03801. Secure Planning, Inc. FINRA BrokerCheck ...
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Buckets of Money (08/06/2015) | Secure Planning Inc.
http://www.secureplanninginc.com/blog/buckets-money-08062015
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. Buckets of Money (08/06/2015). Posted August 6, 2015 1:15 PM. Portsmouth, NH 03801. Secure Planning, Inc. is a Registered Broker/Dealer and Registered Investment Advisor. Member FINRA, SIPC. Secure Planning, Inc. FINRA BrokerCheck profile http:/ brokercheck.finra.org/Firm/Summary/42179.
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SPI Forms | Secure Planning Inc.
http://www.secureplanninginc.com/forms.asp
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. When you become a client of Secure Planning, Inc. we will ask you to fill out this Client Profile form. Every three years, or anytime there is a significant change to your situation, we will ask you to review, update and sign this form again. Financial Counselor Program Personal Inventory Kit. Financial Counselor Program Client Risk Profiling Questionaire - Fillable PDF. Portsmouth, NH 03801.
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January 2015 | Secure Planning Inc.
http://www.secureplanninginc.com/content/january-2015
Skip to main content. The Financial Counselor Program. The Secure Planning Difference. Ed and Lisa's Blogs. An Economy on the Mend. Looking at the Past Quarter. A great deal of market volatility was introduced during the fourth quarter of 2014. A drop in the S&P 500, which began on September 19th, continued a downward spiral that culminated with the average bottoming at 1862 on October 16. And Chief Operations Officer. The GDP growth in the third quarter of 2014 was an amazing 5%! Posted January 20, 2015.
