Se·cure

1. Free from or not exposed to danger or harm;

2. Dependable; firm; not liable to fail or become displaced.

3. Feeling safe, stable, and free from fear or anxiety.

Is Your Retirement Secure?

We are here to guide you through every step of the process, so you can focus

on what is most important to you.

Se·cure

Free from or not exposed to danger or harm;
Dependable; firm; not liable to fail or become displaced.
Feeling safe, stable, and free from fear or anxiety.

Is Your Retirement Secure?

We are here to guide you through every step of the process, so you can focus on what is most important to you.

AS SEEN ON:

About Secure Your Retirement

Your Virtual Independent Agency

At Secure Your Retirement, our mission is to help you plan for a secure and worry-free retirement.

As an independent brokerage, we work solely for our clients, not any one specific company.

By partnering alongside a diverse range of top-rated companies, we're able to find tailored solutions that fit your unique needs.

We'll guide you through every step of the retirement planning process, so you can focus on the things that matter to you.

We are a virtual agency that serves busy professionals across the United States.

Our goal is to help you reduce your risk of loss and find the best retirement income solutions available, so you can enjoy the peace of mind that comes with a well-planned retirement.

Let us help you achieve financial peace of mind and plan for a secure retirement.

Headquarters located in Austin, TX with a second office location in Detroit, MI

Our Services

3 step process

Step 1. Discovery

With every new client, we begin with an initial Discovery Call. This call is completely FREE no obligation, 100% CONFIDENTIAL and usually takes no more than 10-15 minutes.

The purpose of this call will be for us to learn more about you, your goals in retirement and if we are a good fit to help you accomplish them.

This is also a great opportunity for you to ask questions of us and to make sure you feel that we are a good fit for you as well. We will answer as many questions as you have for us on this call.

Step 2. Strategy

We will build a detailed retirement income plan that is tailored to you and your unique situation. We aim to provide a strategy is holistic and that achieves multiple goals.

Our approach involves:

Ensuring that your retirement income never runs out.

Growing your income over time, regardless of market conditions

Preserving your lump sum principal to prevent you from running out of money.

Building in liquidity and flexibility to meet your changing needs.

Step 3. Implementation

After we have developed a strategy you feel comfortable with, we will work together to put the plan into action.

This includes opening accounts, transferring assets, and making any necessary adjustments to your retirement portfolio.

Once the plan is fully implemented, we will continue to monitor your progress and make adjustments as needed to ensure that they stay
on track to meet their retirement goals.