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Our Process

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Secure Financial Solutions invites you to discover and experience the power of our financial planning. We take a proactive and educational approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available. There is not one strategy that fits everyone, which is why every client gets our undivided attention—from strategy planning to execution to follow-up. 

Read more about our process to address the number one concern we hear – outliving your money.

Step 1: Discovery Meeting

  • Discuss current life situation, values, dreams, clarify goals
  • Identify strengths, opportunities, and challenges to reach those goals
  • Clarify WHO we are, WHAT we do, and HOW we are compensated

Step 2: Strategy Session

  • Provide diligent review of current financial resources
  • Deliver clear recommendations and thoroughly defined action plan
  • Establish value and commitment

Step 3: Execution & Advanced Planning

  • Implement goal-oriented personalized plan
  • Allocate funds to agreed-upon retirement strategies
  • Identify additional professionals as needed (health care, tax planning, estate planning)

 Step 4: Monitoring and Education

  • Consistent, periodic monitoring of progress
  • Review objectives and adjust plan as life changes (widowhood, divorce, disability, etc.)
  • Provide relevant correspondence and educational opportunities

Ready to Talk?

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