Security Planning Group, Inc. - Encinitas, California

Introduction to Security Planning Group, Inc.

Security Planning Group, Inc., located at 2211 Encinitas Blvd 2nd floor, Encinitas, CA 92024, is a well-respected company that offers a wide range of legal services, with a particular focus on estate planning. Their dedication to providing exceptional service has earned them a 5/5 average rating based on 6 reviews on Google My Business. The company is committed to ensuring that every client feels supported and informed throughout the legal process, making it a top choice for those seeking comprehensive legal assistance.

Specialties and Services

Security Planning Group, Inc. specializes in estate planning and attorney services, catering to clients with various legal needs. The company's primary focus is on creating and implementing comprehensive estate plans to ensure that clients' wishes are met and their loved ones are protected. With their deep understanding of the law and commitment to individualized attention, Security Planning Group, Inc. helps clients navigate the complexities of estate planning with ease and confidence.

Accessibility and Convenience

Recognizing the importance of accessibility, Security Planning Group, Inc. provides a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients can easily access their services. Appointments are highly recommended to guarantee a personalized experience and address clients' unique needs. By scheduling a meeting in advance, clients can be assured that they will receive the undivided attention and expertise of the team at Security Planning Group, Inc.

Testimonials and Recommendations

One client, whose mother was assisted by Joe at Security Planning Group, Inc., shared their exceptional experience: "Joe was my mother's attorney and provided fantastic service. The sadness of losing my mother was eased by the excellent preparations he put in place to ensure a smooth transition after her passing. As a result, I have used him for my own estate planning as well. He is an excellent listener, focusing on where you are and where you want to go without pushing an agenda on you." This glowing review is just one example of the many positive experiences shared by Security Planning Group, Inc.'s clients.

Why Choose Security Planning Group, Inc.

Security Planning Group, Inc. stands out from other legal service providers due to their commitment to personalized attention, expertise, and accessibility. By focusing on estate planning, they have honed their skills and knowledge to provide the best possible outcomes for their clients. Additionally, their dedication to client satisfaction is evident in their 5/5 average rating and the numerous positive reviews they have received.

Contact Information and Final Recommendation

For those seeking comprehensive estate planning services, Security Planning Group, Inc. is an excellent choice. To learn more about their services or to schedule an appointment, visit their website at josephadelizzi.com or call them directly at 606321338. With their commitment to client satisfaction and expert legal services, Security Planning Group, Inc. is poised to assist you in creating a secure and organized future for you and your loved ones.

👍 Reviews of Security Planning Group, Inc.

Janice M.

5/5

Joe was my mother’s attorney and provided fantastic service. The sadness of losing my mother was eased by the excellent preparations he put in place to ensure a smooth transition after her passing. As a result, I have used him for my own estate planning as well. He is an excellent listener, focusing on where you are and where you want to go without pushing an agenda on you. While this is not a topic anyone is anxious to think about, much less plan for, I feel much more secure and organized after his help. I can not recommend him strongly enough.

Jessica G.

5/5

I had my estate plan prepared by Mr. Adelizzi and was very pleased. After my parents passed away, I realized how important it was to get this taken care of so that someday my kids did not have to go through the situation my siblings and I did. He explained every document to us and took the time to explain the importance of each. He prepared a comprehensive package with all documents together in a binder. He is also an extremely nice guy that really makes you feel at ease during the process. If you are looking for a trustworthy and knowledgeable attorney, he is your guy!

Pat B.

5/5

After months of searching and interviewing estate planning attorneys, my husband and I chose Joe Adelizzi to help us update our family trust.
During our first appointment with him, we felt secure in his expertise and experience and appreciated his up-front explanations. He described the scope of services, fees, and other contract information, all detailed in written format for us to review at home before making a decision.

He is easy to talk to, a great listener and answered our many questions clearly and patiently in person and on the phone.

Earlier this month, we signed and received the completed estate planning documents in an easy to read, organized portfolio binder, all updated with the changes exactly as we requested. He is available to us over the next year without charge for amendments and updates to our trust if we choose to make changes.

Joe’s explanations and advice plus future availability confirm that we chose the right attorney.

Steven F.

5/5

Joe is personable and professional, and helped us redo our trust that was sorely outdated. He brought to our attention pertinent details that would affect the legal foundation of our trust.
We have known Joe for years, he has earned our trust and respect. We highly recommend him to anyone new to this area, or a long-time resident in need of reliable and proficient legal service.

THERESA M.

5/5

I had the pleasure of using Joe's services for a family trust matter and legal separation. He is extremely profession and very helpful at explaining every step in the process to ensure that I understood what was happening and that things were being done the best for me. Joe is definitely one of the best attorneys around and I would recommend him to all my friends and family for legal needs.

Thomas L.

5/5

Honest and reliable everytime...