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

For the last three months these reports have been focused on the fact economies cannot grow sustainably when debt exceeds a certain level. The crisis of 2008-2009 was caused by too much bad debt– a fact nobody disputes. However, since that time total debt in the world has exploded higher.

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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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