Retirement Planning

The guidance, tools, and services necessary to prepare for retirement

College Planning

Never Pay Retail for College

Insurance Reviews

Life can change – the birth of a child, the loss of a job, or the death of a loved one

Investing for Growth

Achieve your financial goals: retirement, paying college, or providing for your family

Timing Is Everything

Learn how to maximize your Social Security benefits

Fixed Index Annuities

Generate a reliable stream of income or increase your current savings

Life Insurance

Protect your family from the financial consequences of major life events

Tax Planning

Understand how tax strategies are used to manage your tax bill

Long-Term Care

A long life greatly increases the likelihood you’ll require long-term health care

Welcome to Safe Secure Retirement Planning

OUR PHILOSOPHY

We take a very unique approach to financial planning services. We help people find money they are currently losing unknowingly and unnecessarily.

We believe there is more value in helping our clients avoid the losses than by picking the winners.