THE SECURE LIFE BENEFITS LLC HOLISTIC PLANNING APPROACH
- We offer a holistic financial planning-based approach to wealth management. We start with a conversation to understand your background, goals, and concerns. We identify your resources (investments, pensions, life insurance, etc.) and liabilities (mortgages, student loans, business debt, etc.). Sharing this information helps us prepare a comprehensive financial plan customized to give you a solid chance of success without taking on unnecessary risks. The process is continuous. We review your plan and the progress toward your goals annually. We adjust as needed.
- We show people a better way to save and accumulate wealth, specifically for retirement. We execute this approach by sharing how to grow their retirement money tax deferred with no limitations on contribution amounts. Our firm’s goal is to share how to grow your wealth, tax deferred, and then distribute or spend your hard-earned savings, tax free with no restrictions or distributions at a future age regardless of how you chose to spend your money. After all, it is your money. Why shouldn’t you be able to spend it how and when you desire?
- Our family business assists business owners and financially ambitious individuals to reduce taxes, eliminate stock market losses and risk, and provide retirement income planning using an assortment of strategies and products while not charging a fee. We successfully assist clients to safely increase their future retirement income by 25% to 40% or more, at no additional cost to them!
- We are known for uncovering cost savings, personal service, extraordinary follow-up and attention to detail.
- Our team of professionals are committed to help you make the most informed financial decisions possible. We strive to be a trusted source for insurance, financial planning, and innovative retirement solutions for our clients. With our knowledge, experience, and commitment, we will create financial plans designed to meet your goals if engaged.
Upcoming Events – click on the “EVENTS” tab at the top of this page.
FIND YOUR PERSONAL RISK SCORE
Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100, click on the button below.
Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100, click on the button below.Secure Life Benefits Vendors/Carriers:
Finding the Right Vendors for You
At Secure Life Benefits, LLC We offer Advanced Strategies to Help Lower Your Taxes and Protect your Wealth. In doing so, our top focus is on managing risk. Why? Because we see that too many people are taking far too much risk to reach their retirement goals, and sustain their wealth.
WHY CHOOSE US?
Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.
Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.
Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues and much more.
We hope you enjoy our website and find time to both read various parts of the site as well as watch several of the educational presentations.
MORE INFORMATION
What is Asset Protection?
Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.
While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of our firm as you will learn when you review our site. To view a brief video presentation on asset protection or to learn more click here.
Predicting The Future
Do you believe the stock market is going to average double-digit returns anytime soon? Do you worry about your money going backwards in a Bear market? Learn More….
What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs? Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?
How much risk should you take to reach your financial goals? Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach and pay the consequences when the stock market tanks).
This website discusses many unique wealth building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth.
Protecting Your Wealth From Stock Market Losses With Fixed Indexed Annuities (FIAs)
What you are about to learn will be very exciting to you.
For readers who lost 40%+ when the stock market crashed in 2000-2002 and 40-50-60% when it crashed in 2007-March of 2009, this material will be a real eye opener.
This material covers Fixed Indexed Annuities (FIAs) and why you may want to use them as one of your protective wealth-building/retirement tools.
For more information and to learn how you can use FIAs to protect and grow your wealth, please click here.