information and resources

..tools we hope you find useful

PLANNING OVERVIEW

Suggested action for clients:

Work with us to take an inventory of your retirement essentials.
Together we will identify any gaps that you may want to address.
We will create a plan (which is also a forecast) of your resources and how they may serve you throughout retirement. You will then:
Possess more clarity about your potentialfuture needs.
Have put your retirement resources to the “stress test”.
Many of your anxieties and questions about your retirement plans will be answered.

The basic core portfolio is designed to protect retirement money and target a return that is in excess of current inflation, allowing you to keep ahead of the cost of living at a minimum.

Location

Our office is located in San Ramon, California, adjacent to Danville, Dublin, Pleasanton, Walnut Creek, Orinda, Concord, Castro Valley, Lafayette, Livermore, Alamo, Hayward, San Leandro, San Lorenzo, Alamo, and Moraga and the rest of the Tri-valley Area. We call SF East Bay our home, but have clients throughout the United States.

Silicon Valley

Our local area is all of Silicon Valley, including Campbell, Cupertino, Gilroy, Los Altos, Los Gatos, Milpitas, Morgan Hill, Mountain View, Palo Alto, San Jose, Santa Clara, Saratoga, Sunnyvale and surrounding San Francisco Bay Area cities.

Most of our Northern California clients live in Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, Sonoma or nearby counties.

Contact Us

18 Crow Canyon Court, Suite 325 San Ramon, CA 94583

P: 925-855-4300

F: 925-855-4630

E: info@secureretire.com

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Secure Retirement Financial & Insurance Services Corp. (“SRF”) is a registered investment adviser with the State of California and is registered or notice filed in various other states. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that SRF or any person associated with SRF has achieved a certain level of skill or training. SRF may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where SRF and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Information on this site is provided for educational or informational purposes only. Opinions expressed herein are subject to change without notice. SRF has exercised reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, SRF has not independently verified, or attested to, the accuracy or authenticity of the information. SRF is not responsible for the accuracy of any third-party information on this site, nor any sites that are referenced via links. SRF shall not be liable to customers or anyone else for the inaccuracy or non-authenticity of the information or for any errors of omission in content regardless of the cause of such inaccuracy, non-authenticity, error, or omission, except to the extent arising from the sole gross negligence of SRF. In no event shall SRF be liable for consequential damages.

information and resources

..tools we hope you find useful

PLANNING OVERVIEW

Suggested action for clients:

Work with us to take an inventory of your retirement essentials.

Together we will identify any gaps that you may want to address.

We will create a plan (which is also a forecast) of your resources and how they may serve you throughout retirement. You will then:

Possess more clarity about your potentialfuture needs.

Have put your retirement resources to the “stress test”.

Many of your anxieties and questions about your retirement plans will be answered.

The basic core portfolio is designed to protect retirement money and target a return that is in excess of current inflation, allowing you to keep ahead of the cost of living at a minimum.

Location

Silicon Valley

Contact Us

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.