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SECURE RETIREMENT

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SECURE RETIREMENT FINANCIAL is physically meeting with clients, and we’ve fully reopened our office to the public. However, we request our partially-vaccinated and unvaccinated clients to continue wearing masks during their visits. We appreciate your kind understanding. 

We also send out our most heartfelt well-wishes to all. Welcome back!

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Contact info

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

TACTICAL ALLOCATION

The Defensive Growth Tactical Allocation Strategy is designed to capitalize on economic and market fragility, which has been brought about by central bank interventions, corporate debt levels, demographic shifts, business cycles and other factors.

 

These factors may express themselves as credit/ stock market events, potentially significant in the near term. The portfolio is a defensive yet opportunistic strategy.

 

This investment strategy can be combined with others to fit your needs. Please feel free to contact us if you would like to discuss and explore investment ideas and options.