Our Mission Statement

Security Planning Agency, LLC is a Comprehensive Financial Planning services firm providing individually tailored financial plans to individual and business clients throughout the Western North Carolina area. By conducting a detailed thorough assessment of a client's financial situation (including identification of risk management concerns along with establishment of financial goals and/or objectives) and providing supervised execution of a customized financial plan, we strive to assist our clients in achieving a lifetime of financial security while holding to a steadfast commitment to ethical practices and thus maintaining our professional responsibilities to our clients.

An excellent overall definition of the process:

Financial Planning is “a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances.”