We'd love to invite you to our pleasant, charming office...

.. but due to COVID-19 we are we are meeting with clients remotely.

SECURE RETIREMENT

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SECURE RETIREMENT FINANCIAL is not experiencing any disruptions to normal operations due to the pandemic.

However we regret that in-person meetings will need to be postponed until restrictions are lifted. We have extended our hours of availability for phone and video conferencing communications.

Secure Retirement sends out our most heartfelt well-wishes to all in these difficult times. Especially we want to express our gratitude to medical caregivers and other essential workers on the front line.

Contact info

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


INVESTMENT PORTFOLIOS


All investment portfolios need to have priorities. These priorities are best defined by an honest appraisal by the investor and their advisor. What do you need your money to do for you? Time horizons, risk tolerance and individual preferences all must be considered.

Some investors want their accounts to grow and appreciate for their future. Some of our retired investors want a more income-oriented portfolio that distributes income with very low volatility. Others prefer a mix of the two approaches.

Whatever the priorities are, our firm can help those financial goals become reality.

DEFENSIVE GROWTH PORTFOLIOS

Objective: Capitalize on market volatility with optimal diversification to protect against loss.

Drawdown guidelines designed to protect principal using an active trading protocol, in which assets are monitored daily.

Sample Asset Classes:

·        U.S. Government Treasury Bonds
·        Precious Metals (Gold & Silver)
·        Managed Futures – Trade in liquid markets including Bonds, S&P 500, commodities & currency.

Goal:  to outperform over the rest of the current economic cycle.

CONSERVATIVE INCOME PORTFOLIOS

Objective: Invest in a diversified portfolio of assets and funds that can generate dividends, interest, or distributions.

Portfolio fund selection can be tailored to investor risk and volatility tolerance.

Sample Asset Classes:

·        Fixed Income / Bonds
·        Utilities
·        Infrastructure
·        Real Estate

Goal: to provide distributions consistently that may be used for income or re-invested.