Risk Control - researching the macroeconomic landscape continually to help investors avoid the situations where loss would disrupt their lifestyles Creative - Stepping out of the status quo to locate unique and timely investments to enhance portfolio performance without adding undue risk Research - is one of the greatest values to our clients.  Continual and careful attention to the rapidly changing investment and economic universe is a must for investors Real Wealth –  Peace of Mind is Real Wealth
Risk Control - researching the macroeconomic landscape continually to help investors avoid the situations where loss would disrupt their lifestyles
Creative - Stepping out of the status quo to locate unique and timely investments to enhance portfolio performance without adding undue risk
Research - is one of the greatest values to our clients. Continual and careful attention to the rapidly changing investment and economic universe is a must for investors
Real Wealth – Peace of Mind is Real Wealth

As an independent Local boutique asset manager and investment adviser, Secure Retirement can provide the depth and consistency of relationship today’s investor needs and deserves. We focus on the needs of those wanting to eliminate the unnecessary risk inherent in most investment portfolios, especially for the money earmarked for retirement.

Economic and Market Update

Read this month’s report, “Pulling on a Rubber Band"- Many believe the Fed is planning to raise interest rates, something they do in only one scenario; when the economy is growing "too fast" which may lead to inflation. Instead of negating this with words, we will use charts showing the "growth" of every major area of the U.S. economy.

"Featured Conference Call with World Renowned Economist Dr. Lacy Hunt" CLICK HERE


 
 

Investment Portfolios

At Secure Retirement, our view of a conservative investment product differs considerably from that of other asset managers. Many label their products as “conservative”, but their asset allocation and buying thresholds are certainly.

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Financial Education

Latest Publication

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21st Century Retirement Solutions

21st Century Retirement Solutions provides information and tools for people who are anticipating financial issues such as longevity, risk to your lifestyle, family needs like survivorship, potentially large out of pocket healthcare expenses.

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About Richard

Richard began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios.

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About Jeff

Jeff is a specialist in the field of retirement security planning, with over 30 years of experience in the financial services industry. A cornerstone of his philosophy is an emphasis on safe investing strategies.

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Contact Us

18 Crow Canyon Court, Suite 325
San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630
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