Kraig Strom

Certified Financial Planner | Paralegal | Vistage Speaker | Podcast Host | Car Nut | Woodworker #callKraig ⚡Planning With A Purpose⚡ I am an expert advanced planner and paralegal and a top speaker to incredible groups such as Vistage and the CEO Forum. I have helped numerous entrepreneurs, business owners and families across the country to get organized, updated and protected with their estate, business, asset protection & financial planning. My podcast Personal Pension Radio reaches a vast audience of entrepreneurs and executives & delivers valuable content focused on “right now” 360 degree planning with a purpose. My mission is to help successful entrepreneurs, doctors, and highly motivated professionals break away from the incomplete financial planning path offered by most Wall Street trained advisors. Are you similar to many people I help? You either don’t have proper business, estate, asset protection or financial planning in place or your planning is outdated. Or you don’t have a single trusted resource to help you connect everything? ⚡Want to chat with me about our free planning assessment?⚡ ➡️Book a call now to learn more: http://bit.ly/bookwithkraig ➡️Send me an email: kraig@securawm.com or InMail! What are you working on? I am working with people just like you around the country. Asset Protection | ERISA | 401k | Defined Benefit | Cash Balance | Non-Qualified | Insurance Benefits | Annuity | Life Insurance | Long Term Care | Disability Insurance | Investment Portfolio Review | Captive Insurance Mr. Strom is a registered representative with and securities offered through Crown Capital Securities, L.P. (CCS) Member FINRA/SIPC. Investment advice offered through Secura Financial Planning & Wealth Management, LLC, a registered investment advisor and separate entity from CCS. Secura Financial Planning & Wealth Management LLC. 333 City Blvd. West #2050 Orange CA 92868 | 714-704-6616 For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.