Secure Planning Strategies - Southfield (MI)

John Davis These folks understand their craft, and provide great service.

Mike Bullion Dan, Ryan & their team have been excellent to work with. Our relationship started with a referral to them for some business consulting, They have done great for my companies, and that evolved into managing my personal investments. They have been transparent, professional & strategic.

Barry W We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.

Austin Muma Gloriana is the best. I was chasing a lien release for the past 5 months and she got it back to me the same day. Wish I could give 10-stars

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!

Diana Michael Leonard and his staff are kind, attentive, personable, honest and trustworthy. Our portfolio has done much better than we were expecting. Wish we would have made the switch here sooner!

Kimberly Hooper I inherited an IRA annuity and sought advice from Robert on what to do next. Rather than doing a fee-only service, it was set up for him to be my financial adviser. He encouraged me to move another inherited IRA account, which he also managed. Less than a year later he...quit. Took himself off the accounts. I had asked him in email to explain what was happening in the market because the accounts had been losing money, and rather than give me an explanation, he just quit. I had only met with him a few times, and there werent phone calls, or much email contact, so I know I didnt take up too much of his time. I have no explanation for why a financial adviser would choose to quit rather than answer questions. I would not recommend him, especially since the adviser on the account he encouraged me to move DID answer any questions I had, which is what I thought an adviser was supposed to do.