Secure Retirement Advisors LLC
Owner & CEO
At Secure Retirement Advisors LLC, we are focused on helping our clients reach their retirement goals. For the great majority of our clients, that means having enough income to meet 100% of their need expenses and a good chunk of their want expenses.
Our clients are typically age 60+ -- many are widows or divorcees. They do not typically have the interest, motivation or expertise to plan and implement a successful retirement by “doing it yourself.”
They readily accept the advantage of ongoing professional advice and service!
For our part, we are happy to have a generic conversation about our background, experience, knowledge and financial planning philosophy. We believe that it is important for a potential new client to “kick the tires” before deciding to go through the process of receiving a Written Second Opinion.
That Written Second Opinion is yours to keep without cost or obligation. But similar to a doctor who won’t prescribe before a diagnosis, we need to understand your complete situation – goals – facts – values – and all relevant documents – before we provide you with our preliminary analysis and recommendations.