PEACE OF MIND. FINANCIAL SECURITY.​

Let’s achieve both. ​

RULE ONE

Based on a central premise, many investment firms recommend high exposure to the stock market at all times. At Secure Retirement, removing risk in retirement portfolios is our core principal.

It is why for over 22 years we have studied which asset classes provide true safety, and profits, when risk strikes markets.

Learn more about conservative investment below.

OUR NAME SAYS IT ALL.

Here at Secure Retirement Financial, our mission is simple– to invest portfolios safely, while serving our clients with old-fashioned care and experienced competency. In addition to comprehensive investment guidance we offer:

Learn more about what we do.

INVESTING

Our Services

Wondering what to expect? (Hint: think informal, friendly and relaxed conversation)


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.