For Pre-Retirees & Retirees
Aged 55+ Or Older with $500k+ in Investable assets
Step 1: Watch No-Cost Training Video
Top 3 Retirement Mistakes That May Cost Many People 30%
Of Their Nest Egg At Retirement
Most traditional retirement plans look safe on paper… but contain hidden risks that can drain your savings, increase stress, and cut your retirement short.
Step 2: Schedule No-Cost 1-on-1 Retirement Planning Consultation ($795+ Value, $0 Today!)
Spaces are limited due to scheduling availability...
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Our retirement strategies work best for those with investable assets of at least $500k+.
(1) Video Masterclass - "Top 3 Retirement Mistakes That May Cost Many People 30% Of Their Nest Egg At Retirement"
(2) Video Masterclass - "What the Ultra-Wealthy Know That Most Retirees & Pre-retirees Don't. Three Tax & Asset Protection Strategies Used by America's Wealthiest Families"
(3) A number of authored articles designed to help pre-retirees maximize their retirement savings.
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Meet the Advisor Guiding People to Live the Life They’ve Dreamed About
Meet the Advisor Guiding People to Live the Life They’ve Dreamed About
Jay has been involved in the investment and money management field since 1999, starting out at a brokerage firm in Brisbane, Australia.
He is a Certified Financial Planner™ professional and has been featured in the Wall Street Journal and Texas Monthly magazine. In 2011, he left USAA to establish Secure Financial Management.
His goal was to create a company focused on one-on-one, face-to-face relationships free of the conflicts of interest that exist when a firm is connected to a bank, insurance company, brokerage, or investment group.
Jay is also a private pilot and loves the freedom that comes with getting up in the air.
What Our Clients Who Trust Us With Their Future Say
And Many More Google Reviews
Secure Financial Management may utilize third-party websites, including social media platforms, blogs, and other interactive content. Secure Financial Management considers all interactions with clients, prospective clients, and the general public on these sites to be advertisements under applicable securities regulations. Accordingly, Secure Financial Management generally retains copies of information that Secure Financial Management or third parties contribute to such sites. This information is subject to review and inspection by Secure Financial Management's Chief Compliance Officer (CCO) and may be examined by securities regulators.
Information provided on these sites is for informational and/or educational purposes only and should not be considered investment advice or a recommendation of any investment product. Advice is provided only by Secure Financial Management's advisory personnel after entering into an advisory agreement and after Secure Financial Management has received all requested background and account information.
If you have any questions regarding our policies, please Contact Us.
Videos used in advertisements may feature paid actors and are for illustrative purposes only. Individual experiences may vary. This is not investment advice.
