Secure Financial Solutions is a firm of financial planning professionals who specialize in wealth accumulation and creating customized retirement plans.
Founded by John Jenkins, SFS focuses on creating individualized retirement and estate plans for its clients that protect their assets and help them achieve their financial goals. The firm’s emphasis can be divided into two general categories: Wealth Accumulation and Retirement Management. We work closely with our clients through every stage of their lives and specialize in limiting tax expenses.
When clients are of working age, it’s important to focus on activities that will build wealth, maximize income, plan for big expenditures such as college expenses, and lay the groundwork for the future through programs such as tax-free retirement planning.
At retirement age, priorities shift. Steady income, financial stability, and asset allocation become focal points. The emphasis is on investment distributions, multi-generational IRA planning, wealth transfer strategies, and estate planning.
Our firm has the unique ability to offer the best, most diverse products on the market from the strongest financial partners available. We work only with top-rated companies, each with over a century of established results.
Secure Financial Solutions has the experience and expertise needed to leverage a full range of solutions and utilize the expertise of many talented advisors in order to achieve the best possible outcomes for our clients. At the same time, our firm is small enough to be fully invested in every person and family we serve. Because our relationships have value, our clients become valued friends.
Although the firm focuses on the Triangle area of North Carolina (Cary, Raleigh, Durham, Apex, Chapel Hill, Research Triangle Park, Wake Forest, Morrisville, Holly Springs, and Fuquay-Varina), we’ll go anywhere to serve our clients. We currently work with clients in every part of the country, with a special emphasis in North Carolina and Florida.