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About

The Pursuit Of<br/>Peace Of Mind

About Us

The journey to founding Secure Horizon Financial Planning was deeply personal and inspired by the serene beauty of the ocean and the limitless possibilities it represents. Living in San Diego, I have always been captivated by the horizon—a vast expanse where the sky meets the sea. To me, it symbolizes hope, new beginnings, and the promise of a brighter future. Just as the horizon is ever-present and reliable, I wanted my firm to embody a steadfast commitment to guiding my clients toward their financial goals.

At Secure Horizon Financial Planning, I aim to cultivate an environment where clients feel secure and supported. The horizon represents the path forward, filled with opportunities and potential. I believe that together, we can chart a course that aligns with their unique aspirations, fostering a relationship built on transparency, integrity, and trust. In essence, the name "Secure Horizon Financial Planning" encapsulates my vision for the firm—one where clients can confidently look toward their future, knowing they have a trusted ally by their side, guiding them through every challenge and triumph that comes their way.

Eddie MacPhee, CFP ®

Founder & Financial Advisor at Secure Horizon Financial Planning

858-666-7088

emacphee@simasset.com

With over 18 years of experience in the financial services industry, Eddie has held a variety of roles that span advisor relationship management, succession planning, and strategic coaching. Throughout his career, he has developed a passion for empowering clients by providing clear, actionable advice that helps them make informed financial decisions. Eddie’s goal is to ensure that every client is well-equipped to achieve their financial goals, especially as they approach retirement.

As a Financial Advisor, Eddie specializes in retirement planning, investment management, and tax-efficient strategies. He takes pride in simplifying complex financial concepts and providing tailored solutions to fit each individual’s unique needs. Eddie firmly believes that the key to successful financial planning lies in building strong, trust-based relationships with clients. These relationships enable him to fully understand their goals and provide the guidance they need to secure their financial futures.

A native of San Diego, Eddie earned his Bachelor’s degree in Finance from San Diego State University before pursuing a Master’s degree in Financial Services from Boston University. He completed the requirements for his CFP licensure in 2012 and has continued to deepen his expertise in the financial services field by earning additional certifications and attending various industry events.

When I’m not helping clients achieve their financial goals, I spend quality time with my son, enjoy playing flag football, work on home improvement projects, or take in the beautiful sunsets near my home in Pacific Beach. My approach to life and work is driven by a commitment to integrity, service, and a genuine desire to make a positive impact on my community.

Leveraging leading financial platforms empowers Secure Horizon to deliver top-tier service to our clients.

Orion

Orion offers cutting-edge portfolio management technology that empowers financial advisors to deliver a seamless client experience. With powerful tools for performance reporting, billing, trading, and compliance, Orion simplifies data integration and enables real-time transparency. Its advanced analytics and customizable dashboards help advisors make informed investment decisions and demonstrate value to clients at every step of the journey.

Fidelity

Fidelity Institutional provides a comprehensive platform of brokerage, custody, trading, and investment products backed by world-class research and technology. Advisors benefit from Fidelity’s deep market intelligence, strong trading capabilities, and client-centric support model. With a commitment to innovation and security, Fidelity helps firms scale efficiently while providing clients with trusted access to a wide range of investment solutions.

Charles Schwab

Charles Schwab delivers a full-service custodian experience through a combination of industry-leading brokerage services, digital tools, and dedicated advisor support. Known for its transparency and client-first philosophy, Schwab makes it easier for advisors to manage and optimize portfolios through intuitive platforms and low-cost investment options. Their robust suite of planning and portfolio tools empowers advisors to serve clients more efficiently and effectively.

Secure Income Management

By integrating technology, market insights, and advisor expertise, Secure Income Management delivers holistic planning solutions that help clients confidently navigate retirement, investments, taxes, and income planning—all with the goal of building long-term financial security and independence.

Let's Get Started

THE PROCESS

Step 1:
Set Up a Time
to Talk

The first step in your financial journey is to schedule a complementary consultation. During this initial meeting, we'll discuss your current financial situation, answer any questions, and explore how our services can help you achieve your goals. This is a no-obligation conversation designed to understand your needs and determine how we can best assist you.

Step 2:
Discuss Your Dreams and Goals

In this step, we take a deeper dive into your financial aspirations. Whether you're planning for retirement, saving for a major purchase, or looking to grow your wealth, we’ll assess your income, expenses, investments, and risk tolerance. Our goal is to understand your short-term and long-term financial objectives so we can create a customized strategy that aligns with your vision.

Step 3:
Create a Path for Your Future

With a clear understanding of your financial goals, we develop a personalized financial plan tailored to your unique situation. This plan may include budgeting strategies, investment recommendations, retirement planning, tax strategies, and more. We’ll guide you every step of the way, ensuring you have the confidence and knowledge to make informed financial decisions.