As the Managing Partner and CEO of Secure Planning Group, LLC, John Simone is dedicated to empowering clients through comprehensive financial planning and investment strategies. With a strong foundation in retirement planning, personal financial planning, and asset management, John leverages his expertise to guide individuals...
As the Managing Partner and CEO of Secure Planning Group, LLC, John Simone is dedicated to empowering clients through comprehensive financial planning and investment strategies. With a strong foundation in retirement planning, personal financial planning, and asset management, John leverages his expertise to guide individuals and families toward achieving their financial goals. His commitment to building lasting relationships with clients is evident in his personalized approach, where he emphasizes understanding their unique needs and aspirations.
At Secure Planning Group, John leads key initiatives that focus on enhancing client education and engagement. By utilizing the vast resources available through the firm, including tailored employee education programs, he ensures that clients are well-informed and equipped to make sound financial decisions. His proficiency in investment strategies, pension planning, and long-term care insurance further solidifies his role as a trusted advisor in the financial services industry.
John's credentials, including the Chartered Retirement Planning Counselor (CRPC) and Chartered Retirement Plans Specialist (CRPS) designations, reflect his commitment to ongoing professional development and excellence in service delivery. Under his leadership, Secure Planning Group has cultivated a collaborative team environment that prioritizes integrity and realistic expectations, enabling clients to build a solid financial foundation. With a focus on innovative solutions such as profit sharing and mortgage lending, John Simone continues to drive the firm’s mission of providing exceptional financial guidance, ensuring that clients can confidently navigate their financial futures.
