Our Story
Like so many families, we learned the hard way. Watching a loved one age in their home is one of the most humbling experiences a family can face — and what struck us most wasn't the emotional weight of it, but how completely unprepared we were for the practical reality. We needed to modify the home, but had no idea where to start. There was no single professional we could call to come out, assess the situation, and tell us what needed to change. Instead, we pieced things together on our own — and more often than not, we only discovered what was needed after something had already gone wrong. An incident would happen, and then we'd act. That is not how it should work.
We knew we weren't alone. Millions of families across San Diego County and beyond are navigating the exact same situation right now — trying to help someone they love stay safe and independent at home, without a roadmap or a trusted expert to guide them. That gap is why Security Planning Group exists. We founded this company to be the resource we wished we'd had — a certified, experienced professional who comes to your home, assesses it with fresh eyes, and gives your family a clear, personalized plan before something goes wrong. Because preparation isn't a luxury. For the families we serve, it's everything.
Joe Adelizzi- Founder
Joe Adelizzi is a lifelong San Diegan with deep roots across the county and a particular connection to North County, where he was raised and has spent most of his life. Having grown up here, Joe understands this community not just as a place to do business, but as home — the neighborhoods, the families, and the values that define San Diego. That lifelong connection is what drives his commitment to serving the seniors and families who have built their lives here, and who deserve to stay safe and independent in the community they love.
That commitment to community runs deeper than geography. Joe has always been drawn to work that makes a tangible difference in people's lives — whether mentoring colleagues, supporting local causes, or simply showing up when someone needs guidance. Starting Security Planning Group was a natural extension of that instinct — a way to take his skills and experience and put them directly in service of families navigating one of the most important decisions they will ever face.
Joe brings over 15 years of professional experience leading high-performing teams for publicly traded technology and software companies, where he built a reputation for operational excellence, client focus, and results under pressure. He knows what it means to be accountable — to clients, to a team, and to a standard of quality that doesn't cut corners. At Security Planning Group, he applies that same discipline to every assessment, every consultation, and every family he works with.
Meet our Lawyer, Joseph Adelizzi
Joseph Adelizzi is an attorney and proponent of tax advantaged retirement savings programs and is proud to serve the San Diego metro area. Over the years, he has helped our neighbors get out of debt and plan for the retirement they have always wanted.
Joseph Adelizzi is an attorney and principal of Security Planning Group, Inc. He has been in practice since 1984 and has litigated cases for some of the nation’s largest insurance companies. He is admitted to the following: California Supreme Court, State Bar of California; United States District Courts, Central District and Southern District of California; United States Tax Court, all 50 states. He is a certified Mediator and served on the Settlement Conference Panel of the San Diego Superior Court as a Judge Pro Tem from 1987 to 2006. He is rated as “Distinguished” by Martindale Hubbel and in a recent run for Superior Court Judge in 2014 was vetted by the San Diego County Bar Association and was the only civil litigator in that election rated “Qualified” for the position of Superior Court Judge.
He has handled Appellate cases successfully and has won trials in the areas of Employment Law, Business, Civil and Contract Litigation.
He founded Security Planning Group, Inc., as a group of legal professionals who are constantly striving to expand the professional and public knowledge about financial self-defense plans, to guard against Governmental Security, the Internal Revenue Service, Department of Health Services, Hospitals and Nursing Homes, which are just a short list of the potential threats to your family's financial security and your own personal rights.
He also assists clients by preparing documents that guarantee the right to maintain personal dignity and wishes in the event they cannot make those decisions for themselves, avoiding unnecessary governmental intrusion into their private affairs.
Mr. Adelizzi takes an active role in speaking about new legislation for elders and advocates the rights of individuals to be free to make personal choices free of governmental oversight. Besides advocating for the use of Health Care Directives and Financial Powers of Attorney, he handles Trust issues and has litigated Trust and Probate matters.
He has had 2 Mandatory Continuing Education courses approved by the State Bars of California and Florida where he has lectured attorneys on the Tax Advantaged Use of Life Insurance in Retirement Planning.
On a personal note, Mr. Adelizzi, is a native New Yorker who has been a resident of Encinitas, California since 1981. He is married to his wife, Margaret and has two grown children. In his spare time, Mr. Adelizzi enjoys a variety of activities such as golf, scuba diving, fishing, skiing and racing as a 7 time Ironman competitive triathlete.