About
Since 1995, Secured Retirement has offered practical retirement planning for families transitioning into retirement. Our TaxSmart™ Retirement Program is a proven process we’ve developed to enhance our clients’ ability to live comfortably, spend confidently, and pay taxes consciously. It combines the pillars of wealth management—tax, income, investment, healthcare, and legacy planning—and directs them at the goal of your dream retirement. We’re helping families in our community have a plan no matter what life throws their way. We’d like to help yours.
Our Mission
Secured Retirement exists to make a significant impact on the families we serve so they can live comfortably, spend confidently, and pay taxes consciously.