Secure Retirement Financial

Secure Retirement is a secure and flexible approach to handle your investments. I trust the entire team to continue to make outstanding investment decisions during the most challenging times. Secure Retirement is focussed on ensuring your wealth suffers no loss but rather continues to make gains, even in the worst times. The entire team are professionals and well known in the industry. I highly recommend Secure Retirement for your for your long-term investments.
Jun 6th, 2022

My husband and I have been with Secure Retirement for quite a few years. We entered into this relationship not knowing what to expect or where it would lead... We have not been disappointed. Richard and Jeff have proven to be very knowledgeable in their field. With our retirement coming closer and closer, we feel more ready for what awaits us than we would be without them. With wonderful staff working with them, we always feel welcome when we go into the office. My husband and I have in the past and will continue to recommend Secure Retirement to anyone seeking financial assistance leading up to retirement and beyond.
Apr 29th, 2022

Apr 3rd, 2022

Well, where do I start? Lets start back in 2000. I was my own super star investor. I rocked it with 80% gains one year. This was with the security for my future. I was doing awesome until I wasnt. I lost over 70% of my valuable retirement 401k in the Dot.Com crash. It took me 10 years to just get back to parity. It taught me a few very valuable lessons in investing, the main one being I Suck At It. In 2007 a person at work brought Richard to my attention and we attended one of his dinners where he presented his philosophy toward investing retirement accounts. His main objective is to try and never lose your clients money. Granted that can never be guaranteed but he definitely tries his best. We decided to move our Fidelity accounts to Secure Retirement for him to manage since I was actually getting closer to retirement. Soon after we did, the 2007 financial crisis hit. Remember what happened in 2001-2001 with me? Cruised right through it with some gains to boot. One person I follow made a comment that they always say you dont want to miss the best up days of the market. But you REALLY want to miss the worst down days which we did and I could put 2001 behind me. It can be frustrating when others you know are making far more gains in their account than you may currently experiencing but recently I spoke with a person that last year was telling me they were doing great. They made over 20%. Well just recently they are very frustrated that they have lost 30% this year (and possibly more to come). I believe that Richard and Jeff truly have their client's best interest in mind at all times. I would like to address a previous comment regarding recommending worthless REITs. Jeff researches these things to death and does his best to bring the ones to the table that hopefully will provide good returns but still can never be guaranteed. We are currently in two of them. Yes, it took a couple more years than anticipated before the first REIT we bought liquidated (Pandemic maybe?) but our first Worthless REIT just funded and returned 168%. Patience (even though it is not my strongest suit). Speaking for myself, you have an emotional attachment to your retirement savings since it may be your lifeline and putting that responsibility with Richard and Secure Retirement has been very helpful. If you are considering Secure Retirement I would recommend setting up an appointment to talk with them because YOU need to feel comfortable and it is YOUR money.
Apr 14th, 2022

I know I am very well taken care of by Secure Retirement and feel safe, about my retirement assets, which have increased in value over the years. Jeff and Richard are immediately responsive when I call or email, and we get right on whatever the task is or the decision to make.They are receptive to my ideas and advise me well on them. I really appreciate the variety of options available and the honest, informed, and sound advice they give. I am especially happy with the growth and good work of the environmentally and socially responsible funds & stocks In which I have invested. I have had a number of financial advisors over the years, and absolutely none provide the full range of care and services and generous time and knowledge that they offer at Secure Retirement. I am so fortunate to have found them.
Apr 3rd, 2022