0+
TRUSTED CLIENTS

$18 000 000

PROTECTED FOR OUR CLIENTS
0%
SUCCESSFUL CASES

1,600

TOTAL CASES

Family Matters

Life waits for no one! Contact us today for a free financial review consultation. Immediate discussion includes Will Planning, Asset Protection, Mortgage Planning (Buy, Sell, Pay Off), Tax, etc.

Business Solutions

A business has many faces, many benefits and many pitfalls. Let us give you a comprehensive review, from IT to Taxes and show you how we can make your business more successful than you thought possible!

Financial Freedom

It is still surprising that more people do not seek out professional assistance regarding finances. Even a low income person can enjoy financial freedom with the right plan and execution. Contact us today and let us work with you and show you how financial planning can benefit you and your family!

Generational Wealth

Our advanced financial planning consultation dives deep into strategies you can use to begin your path to financial wealth. Your children, family and loved ones deserve a future without major debt, and without the burden of any major institution. Let us guide you on a path that grows as much as you and your family.

WHO WE ARE

“What is easy to do, is also easy not to do…”

Our clients take action! Armed with the correct strategy, we eliminate wishing, hoping and procrastinating. We provide action plans, solutions and road maps for a solid future.

— LEON F. BENJAMIN, CEO

OUR HISTORY:

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– 2013, Opening

Starting in 2013, Secured Legal Data started as a Legal IT firm, serving legal professionals in the Atlanta and New York tri-state areas.

– 2016, Nationwide!

In 2016, the firm expanded it’s reach to individuals nationwide.

– 2019, Expanded Services!

We expanded our to umbrella to provide personal financial services to individuals and businesses nationwide.

HOW WE CAN HELP YOU:

  • What’s different when doing taxes with you?

    Tax planning is a topic so large, it deserves a category of its own. The average person, unschooled in the benefits of taxes will waste over $80,000+ during their lifetime paying for tax services and gaining nothing in return. When you become a client, we will offer basic information courses to increase your net worth, knowledge and financial education.

  • Can I pay off my mortgage faster?

    Short answer: YES – Long Answer: YES.
    As with all things, knowing is half the battle. With the proper plan of action, we can effectively create a plan allowing you to pay off your mortgage in less than 1/2 the time. Call us today for a free consultation!

  • Do you offer credit repair?

    Yes! We will review your current credit profile and give you different options to get to where you’d like to be.

  • Do you offer retirement planning and wills?

    Absolutely! Schedule a free consultation and we will review your specific requirements and provide solid options to reach your goals. A Will would be the first step to make sure your assets and distribution options are protected from day one. Retirement planning will include real options, to secure your future. NOTE: We DO NOT offer advice on stock investing, this option is too risky, especially given the current market climate.

LATEST NEWS & TESTIMONIALS

  • Rodney Robinson
    Retirement Planning Made Easy!
         I think everyone prays for a better future, something to look forward to when you get old and your kids take the baton and the torch. Working with Secured Legal Data, I am now sure my kids and future generation will live a better life than when I was growing up. They will have better options, choices and more educated in making sound financial decisions for their future. Thank you so much!

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