Whatever your retirement situation might look like, Secure Financial Management has the resources and the experience to help you meet your retirement goals. Check out the services we offer below and see what we can do to make the most of your future.
Retirement Planning
We can provide you with the guidance and tools to identify any unique risks to your investments, analyze the capabilities of your insurance coverage, and create fully personalized, comprehensive solutions to your retirement needs.
Our Retirement Planning services include:
- Tax-smart investing plans that involve taxable and tax-sheltered account management
- Organizing sources of retirement income
- Retirement projections based on your lifestyle needs and goals, as well as market conditions
Long-Term Care
Planning
Whether or not you will need a long-term care policy in the future, Secure Financial Management can you help you structure your retirement portfolio to adequately account for healthcare costs you may incur with age while still maintaining your overall lifestyle goals for retirement.
Insurance and Health
Care Coverage
If you are considering opening a policy, we can help determine if you are a candidate for coverage and the best type for you.
Asset Management
There is no âone plan fits allâ asset approach at Secure Financial Management. Our recommendations are tailored to meet the needs of each individual client.
We make sure we understand whatâs important to you, what goals youâre trying to achieve, the time horizon, and the risk youâre willing to accept. With this information, we develop a customized investment profile or asset allocation to help you achieve those goals.
- Stock selections are principally focused on individual securities, Exchange Traded Funds (ETFs and accounts are managed on a separate account basis.
- Bond exposure will consist of high-quality individual securities or highly-rated bond mutual funds and ETFs.
- We carefully monitor each investment in your portfolio, rebalance as necessary, and keep you informed with performance reports and updates.
Life Transition &
Estate Planning
Whether a life changing event is expected or unplanned, good or bad, we offer our services to help simplify the financial decisions around:
- Sudden changes in wealth
- Birth or loss of a loved one
- Marriage or divorce
- Career Changes
- Other times of personal, professional, or financial upheaval.
401(k) Administration
By utilizing a partnership with Absolute Capital Management, Secure Financial Management has created a solution to help you manage your 401(k), 403(b), 457 or other qualified account. With this service, you’ll receive the following:
- Guidance on tax efficient rollover options for 401(k)âs/403(b)âs/457.
- Custom investment portfolios built around your risk tolerance.
- A focus on maximizing gains at your risk tolerance level.
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