Secured Retirement’s
Approachable People &
Tactical Planning
Help you face the future confidently
You’ve worked hard your whole life
Whether retirement is on your horizon or already here, a strong financial plan ensures you make the most of your golden years. Relying solely on investments or income planning is risky – market swings and taxes can erode wealth.
Our TaxSmart Retirement Program™ takes a diversified approach, combining top investment and income planning with tax, healthcare, and legacy planning so you’re secure no matter what life throws your way.
We Strive To Make A Significant Impact in the Lives of Families We Serve
Our thorough retirement planning aims to make a truly meaningful difference in the lives of our clients. We’ve found clients are best positioned for our services if the following criteria accurately describe them:
You’re At or Near Retirement
Have The Desire and Ability To Invest
Net Worth between 300K to 3M
Maximize the progress you’ve made towards retirement with our expert help.
Our Service Areas
As part of our TaxSmart Retirement Program™, we offer in-depth strategies and analysis in the areas of:
Income and Investments
A well-crafted retirement income plan combines Social Security expertise with other guaranteed income sources to ensure steady payments roll in no matter what life throws your way. Working with your income plan, a well-balanced portfolio should reflect time horizon and risk tolerance for a retirement focus.
Taxes and Charitable Planning
Retirement offers more control over tax liability than at any other point in life. With the right tax planning strategies, it’s possible to legally minimize taxes so you can keep more of your earnings. Strategic tax planning can work to maximizing the impact of your charitable giving goals.
Healthcare and Legacy
Healthcare and long-term care costs continue to rise. Position yourself and your family for best possible outcomes in the face of challenging circumstances. Ensure your legacy lives on exactly as you envision it will with thoughtful, tailored planning.
Feel confident in your journey
Gain a greater understanding of your overall path forward in retirement.
Enjoy financial freedom
Our proven strategies maximize your current assets without sacrificing your lifestyle.
Get what you need
With a laser-sharp focus on retirement planning, we’ll craft your custom plan for success in this pivotal life stage.
High-Net Worth Services
Secured Retirement offers our advanced expertise to preserve and nurture your nest egg. Access our High-Net Worth Services, tailored for families with highly appreciated assets, and save up to millions of dollars in fees, taxes, and capital gains.
Retirement
Planning To
Safeguard Your
Assets
