Send me an email
As an independent financial advisor and an active member of the community, Joe Adelizzi, President and Owner of Security Planning Group Inc., is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.
For years, he studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlying commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.
"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."