Financial Security Planning Services, Inc.

Overview

Financial Security Planning Services, Inc. is an independent registered investment adviser owned by an individual and oriented around financial planning. The firm provides fee-based planning services under hourly and fixed-fee arrangements and also conducts broker-dealer and insurance-broker activities, indicating the capability to implement securities and insurance solutions in addition to advice. It does not position itself as a capital allocator, is not active on ESG mandates, and is not organized as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives