What We Are About

Security Planning Agency, LLC (SPA) exists to provide financial planning, investment and insurance services and assist our valued clients to reach life goals through the financial planning process.

Dwayne M Dills, CPA, CFP® serves as the Principal and Lead Planner.  Dwayne sees the key element of success in meeting life goals through the establishment of a comprehensive financial plan – a guide to be followed and adjusted or modified over time as life develops.  He seeks to develop lasting relationships with his clients over time as a “financial guide” along the journey of life.

Dwayne is a CERTIFIED FINANCIAL PLANNING PROFESSIONAL™ (CFP®) and a Certified Public Accountant.  He discovered long ago that the two go hand-in-hand. His clients appreciate his ability to address their unique circumstances from both a financial and tax perspective.  With over 18 years experience in planning and investments, and 25 years in tax practice -- “experience and expertise matter.”

While anyone can get an answer (right or wrong) on a search engine such as Google, Dwayne brings “useful knowledge” to those not wishing to leave their personal finances to chance. 

To learn more about the CERTiFIED FINANCIAL PLANNING PROFESSIONAL™ (CFP®) designation, please follow these links:

What is the CERTIFIED FINANCIAL PLANNER™ designation?

How To Get The Right Financial Advice For You