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    Last-minute tax tips for your clients

    • by secure_financial
    • Posted on 16 December, 2019

    Estimate the 2019 tax by adding up the taxable income streams, then subtracting the tax breaks to use. This will help determine whether to take the standard deduction this year or itemize. The standard deduction for 2019 is $12,200 for single taxpayers and $24,400 for those married filing jointly. Each spouse who is 65 or older can add an extra $1,300 to the stand...

    As a Secure Financial Group Partner, you will remain an independent financial professional while gaining a support team including:

    The one thing you’re overlooking in your client’s estate planning needs

    • by secure_financial
    • Posted on 11 December, 2019

    Many individuals own a variety of digital assets which can include anything from domain names, stored photographs, online stores, music, PayPal accounts, al...

    For additional information please complete the following information and we will reach out to you:

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    5 Tips to Fill Your Pipeline

    • by secure_financial
    • Posted on 06 December, 2019

    By Bryan E. Spencer, President Closing a deal is always the most heavily emphasized aspect of sales, but you'll never have the opportunity to close deals...

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    Seven ways to get referrals without it being awkward

    • by secure_financial
    • Posted on 04 October, 2019

    By Hollie Spencer Asking for referrals is essential to bringing in new clients. I get it, it's much easier to do business with people you know or if peop...

    For additional information please complete the following information and we will reach out to you:

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    Join Secure Financial Group

    • by secure_financial
    • Posted on 26 June, 2019

    Grow your practice with Secure Financial Group's platform of specialized support services, coaching and practice management.

    For additional information please complete the following information and we will reach out to you:

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    Feel free to call us at 248-435-0400 and request to speak a team member of Secure Financial Group