# EDGAR Filing Document

**Accession Number:** 0001026580
**File Stem:** 0001026580-26-000001
**Filing Date:** 2026-2
**Character Count:** 2656
**Document Hash:** 48092c85d4f4e52467f4f9a771dce87f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001026580-26-000001.hdr.sgml**: 20260225

**ACCESSION NUMBER**: 0001026580-26-000001

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260225

**DATE AS OF CHANGE**: 20260225

**EFFECTIVENESS DATE**: 20260225

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SECURE PLANNING, INC.
- **CENTRAL INDEX KEY:** 0001026580

**ORGANIZATION NAME:**
- **EIN:** 020443647
- **STATE OF INCORPORATION:** NH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-49737
- **FILM NUMBER:** 26675235

**BUSINESS ADDRESS:**
- **STREET 1:** 42 MIDDLE STREET
- **CITY:** PORTSMOUTH
- **STATE:** NH
- **ZIP:** 03801
- **BUSINESS PHONE:** 603-433-5515

**MAIL ADDRESS:**
- **STREET 1:** 42 MIDDLE STREET
- **CITY:** PORTSMOUTH
- **STATE:** NH
- **ZIP:** 03801

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SECURE PLANNING, LLC
- **DATE OF NAME CHANGE:** 20190423

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SECURE PLANNING, INC.
- **DATE OF NAME CHANGE:** 20020628

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SECURE PLANNING INC                                     /BD
- **DATE OF NAME CHANGE:** 20020628

### Attached PDF Documents

**Attachment 1:** `confid.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001026580

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** SECURE PLANNING, INC.

**Business Address:** 42 MIDDLE STREET, PORTSMOUTH, NH, 03801

**Contact Person:** Lisa Dugan

**Contact Phone:** 603-433-5515

### Independent Public Accountant Identification

**Accountant Name:** Berry, Dunn, McNeil & Parker, LLC

**Accountant Address:** 2211 Congress Street, Portland, ME, 04102

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Lisa Dugan**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **SECURE PLANNING, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Lisa Dugan

**Title:** Senior Vice President