Secure Plus Financial

Secure Plus Financial 🟣 Webinar: Keep More of Every Commission
📅 Sept 10, 2026 | 11 AM Central
🕑 about 30 min Secure Plus Financial provides financial services and tax advisory.

We work alongside clients to implement tax planning, bookkeeping, payroll, insurance, retirement planning, investment, and financial planning. We help businesses and individuals meet their financial goals through a customized financial roadmap. We have a Three-step process to understand our client's financial situation, address the financial objectives, and meet the financial goals:

1. Get reliab

le financial information
2. Understanding the financial information
3. Plan out objectives, set goals, and save taxes

Quick reminder SPF Facebook Community! 🙏🏻 Take some time this week to celebrate the people whose hard work keeps our bus...
09/08/2026

Quick reminder SPF Facebook Community! 🙏🏻 Take some time this week to celebrate the people whose hard work keeps our businesses, and communities moving.

Big thanks to the entire Secure Plus Financial team for the dedication and care you bring every day.

We worked today as we stay focused on wrapping up tax season, but the team earned some well-deserved time off once we make it through the October tax deadline.

Happy Labor Day!

Today we remember the service members who gave their lives for our country.If someone in your family, friend group, or w...
05/25/2026

Today we remember the service members who gave their lives for our country.

If someone in your family, friend group, or workplace carries this loss, give them a call today. A short conversation goes further than you'd think.

This is a day to come together as Americans.

🚨 Live in a few hours.Our founder Omar Garcia Tax Strategy going live at 11 AM Central with a free workshop for insuranc...
05/21/2026

🚨 Live in a few hours.

Our founder Omar Garcia Tax Strategy going live at 11 AM Central with a free workshop for insurance agency owners. Cleaner books, smarter tax planning, decisions you can actually trust.

Last call to register 👉🏻 https://us02web.zoom.us/meeting/register/fZVqVOp6RlONnJI3fakCgQ

📢 Live tomorrow at 11 AM Central.Our founder Omar Garcia going through cleaner books, smarter tax planning, and the fram...
05/20/2026

📢 Live tomorrow at 11 AM Central.

Our founder Omar Garcia going through cleaner books, smarter tax planning, and the framework for decisions you can actually trust. Free 45 minutes.

If you've been on the fence, this is the call.

Register: https://us02web.zoom.us/meeting/register/fZVqVOp6RlONnJI3fakCgQ

3 days out from our founder Omar's free workshop for insurance agency owners.Here's what we're covering:• Why growing ag...
05/18/2026

3 days out from our founder Omar's free workshop for insurance agency owners.

Here's what we're covering:

• Why growing agencies outgrow basic bookkeeping
• The 3 financial blind spots most owners share
• What "decision-ready" books actually look like
• Where to start when everything feels behind

🕙 45 minutes. No pitch.
🔗 Save your spot: https://us02web.zoom.us/meeting/register/fZVqVOp6RlONnJI3fakCgQ

🌞 Sunday thought for agency owners.The owner pay question rarely gets the attention it deserves. How you take money out ...
05/17/2026

🌞 Sunday thought for agency owners.

The owner pay question rarely gets the attention it deserves. How you take money out of the agency matters as much as how much. It's also the easiest place to leave tax money on the table.

Our founder Omar Garcia Tax Strategy is covering this and more on Thursday May 21. Free 45-minute workshop.

Link in the comments.

A pattern we keep seeing with growing insurance agencies.The owner could answer every financial question 3 years ago. No...
05/16/2026

A pattern we keep seeing with growing insurance agencies.

The owner could answer every financial question 3 years ago. Now there are more producers, more carriers, more line items, and the same questions feel impossible to answer fast.

Our founder Omar is unpacking why this happens on Thursday May 21. Free workshop.

Link in the comments.

Address

4002 Paredes Line Road
Brownsville, TX
78526

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 5pm
Sunday 10am - 5pm

Telephone

+1 956-233-7841

Website

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