About Us

Secure Planning, Inc. was founded in 1990 by Edward J. Mallon, CFP, CLU. The strength and success of the firm are due in large part to the staff, a group of individuals who have many years of experience and expertise in a variety of financial fields.

As part of their orientation, all Secure Planning representatives take the standardized Kolbe A Index test (www.kolbe.com) to determine their working preferences, talents, and styles.

Secure Planning, Inc. has staff and offices in two locations:
Portsmouth, New Hampshire
Woburn, Massachusetts