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Minoti Rajput CFP, ChSNC

Secure Planning Strategies

Minoti Rajput CFP, ChSNC

Secure Planning Strategies

Minoti Rajput CFP, ChSNC

Secure Planning Strategies

Profession LogoFINANCIAL PLANNER

Minoti Rajput, the founder and principal advisor of Secure Planning Strategies has been in practice for nearly thirty years. A CERTIFIED FINANCIAL PLANNER™ with an MBA in finance, Mrs. Rajput's primary area of specialty lies in developing and implementing financial and estate plans for affluent professionals, business owners and retirees. Minoti’s skill and expertise inspire client confidence, guiding them as they learn to live today and into retirement while preserving their estate for the next generation. Minoti’s strength is in her integrity as a financial planner and wealth management consultant. She utilizes her talents to the best advantage of her clients by bringing together the talents of Michigan’s finest estate and trust attorneys to provide comprehensive wealth management solutions.

As a pioneering woman in the Financial Planning industry, Minoti understands the importance of empowering women to feel confident handling their finances. She is passionate about working with women, helping them achieve financial security. Minoti strives to build an enduring, close relationship with her clients and their families. She helps her clients identify what is important to them and helps them secure their financial and emotional needs. The success of her clients is Minoti’s true motivation.

In addition to her general practice, Minoti Rajput is a nationally recognized expert in planning for families with special needs family members. She is dedicated to finding the right ways for these families to plan and provide lifelong care for their loved ones. Minoti is the author of several articles on special needs planning and is a co-author of an online reference book for planning professionals published by Commerce Clearing House Publication.

Minoti Rajput is a nationally acclaimed planning professional and has been honored as one of the nation's Top 250 Financial Advisers by Worth Magazine1. She is a member of the Financial Planners Association and is the past president of the Oakland County Financial and Estate Planning Council. Minoti is a frequent speaker both locally and nationally on topics including: planning for special needs children and adults, women and finance, generational planning, and retirement planning for baby boomers.

Minoti is a firm believer in giving back to the community through volunteering. She serves on the board of New Horizons Rehabilitation Services and FAR Conservatory, both dedicated to servicing the Special Needs population. Mrs. Rajput is also the recipient of the 2005 Michigan Governor’s Honor Roll for outstanding community service to the Special Needs population.

Minoti Rajput is married to Hemant Rajput. They are the parents of two daughters, Keya and Shali.

Firm Description

SPS was founded by Minoti Rajput, CERTIFIED FINANCIAL PLANNER™, in 1989.  Today Secure Planning Strategies is nationally recognized as a leading independent wealth management firm. By utilizing a comprehensive approach to wealth management and financial planning we systematically guide each client through a process of estate planning and asset management in two distinct areas of specialty: 

  • Wealth Management and Financial Planning for affluent families, professionals, business owners, retirees and women.
  • Special Needs Planning dedicated to working with families of Special Needs adults and children, regardless of their net worth, in their estate and financial planning.

Hours

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Cost

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What Is a Special Needs Planner?

Main Office

24800 Denso Drive
Suite 265
Southfield, MI 48033

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts