Building Relationships through Honesty, Integrity, & Service
Helping to Invest & Protect Family Wealth
Secure Financial Solutions, Inc. serving Simpsonville, South Carolina and surrounding communities, provides Financial Planning and Wealth Management. My mission is to provide the families and businesses I serve with innovative financial strategies and planning that build towards financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Secure Financial Solutions, Inc.
Secure Financial Solutions, Inc. provides investors custom tailored investment strategies designed to help meet short and long-term needs. My goal at Secure Financial Solutions, Inc. is to help our clients realize their financial dreams by offering holistic financial planning through an open and transparent process utilizing both financial and insurance*. As a fiduciary, I am legally obligated to put my client’s interests first.
I empower you to navigate today’s complex financial world. I customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Simpsonville, South Carolina and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Medicare
While there is no shortage of things to plan for in retirement, it's critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.
*Disclosure: Our firm does not provide legal advice, and you should consult an attorney for such advice.
Income Planning
At Secure Financial Solutions, Inc., we help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation. Let’s make your retirement strategy smarter and more efficient.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
New Gen Retirement
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.