Your retirement is meant to be
Enjoyed
Our TaxSmart™ Retirement Program
is designed to allow you to do that with peace of mind.
You’ve been working hard for the past 30—40 years.
Whether you know it’s time to start thinking about retirement or you’re already retired, you know you need solid financial planning if you want to fully enjoy the years to come.
But focusing solely on investment planning or income planning leaves you vulnerable.
No matter what other financial firms might tell you—it’s risky.
Meanwhile, if you focus solely on growing your wealth through investments, what happens if there’s a tech crash or a financial market meltdown like in the 2000s? When your assets deflate, you risk losing it all or being forced to scrounge while you wait for the market to recover.
Even if you’re lucky enough to never experience a market crash during your retirement, your wealth can easily be drained away by taxes.
That’s why we created our TaxSmart™ Retirement Program.
We combine expert investment AND income planning with tax planning, healthcare planning, and legacy/estate planning so you can relax knowing your retirement is secure no matter what life throws your way.
Beyond that, our financial planning is designed to help you retire WITHOUT sacrificing your lifestyle in the process.
Our Process
Step
01
Goals
Join us for our complimentary review meeting to discuss your goals and our approach. This ZERO pressure meeting is an opportunity for us to learn more about you and for you to learn about us.
Analysis
The process begins with the team collaborating to uncover opportunities to
enhance your retirement options and provide you with a clear picture of your current and future situation.
Step
02
Step
03
Alignment
Together we agree to implement the plan and discuss how we’ll accomplish it while considering projects, calendars, and priorities.
Design
We set about implementing a retirement
plan based on your unique needs.
Phase I: Income and Investment Strategy
Phase II: Taxes and Charitable Planning
Phase III: Healthcare and Legacy
We set about implementing a retirement
plan based on your unique needs.
Phase I: Income and Investment Strategy
Phase II: Taxes and Charitable Planning
Phase III: Healthcare and Legacy
Step
04
Step
05
Refine
We take pride in protecting your nest egg and your confidence in us and meet
periodically throughout the lifetime of our relationship to connect and adjust your plan according to your evolving needs.
Our Promise
to You
Our team-driven process at Secured Retirement Financial is designed to assist you in working toward your financial goals and dreams.
With you as a Client of Secured Retirement Financial, we’re committed to:
The TaxSmart™ Retirement Program
- Investment planning to help grow your wealth passively
- Income planning that combines Social Security expertise with other forms of guaranteed income so you get paid no matter what
- Tax planning so you can legally minimize your tax liability and fully reap the fruits of your hard work
- Healthcare planning to ensure that you’re taken care of no matter what might happen
- Legacy planning to make sure your family can enjoy and benefit from your estate exactly as you intended
- All planning and consulting tailored to you and your family’s specific needs and goals
- Retirement without sacrificing your lifestyle
The Retiree’s Social Security Guide: Your Blueprint to Maximize Mailbox Income
Social Security is one of the most fundamental pieces of a retiree’s income plan. Yet there are many moving parts, from deciding when to take it to considering taxation and spousal benefits, and you only get one shot to get it right. When should I file? What if I keep working? How will my benefits affect my spouse? What if I’m divorced? What if I die before I take my benefits?
The Retiree’s Social Security Guide uses specific examples and clear language to unpack the rules and regulations surrounding these key topics of Social Security and many more.
