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Every good retirement investment strategy takes two factors into account: accumulation and distribution. Unfortunately, many investors focus their energies on making maximum returns without ever considering the ramifications of how to take the money out. This isn’t the case for clients of Secure Financial Solutions.

We understand the pros and cons of various distribution methods and are experts at delivering optimum payouts at the desired schedule while limiting the tax consequences. It’s not uncommon for people to worry that they’ll outlive their money. As life expectancy increases, medical advances occur, social securitySocial Security gets overwhelmed, and financial pressures increase, this is an understandable concern.


Taking steps for now and in the future.


Enjoy a sense of security.


Preparing you for each challenge.

Fortunately, Secure Financial Solutions has access to programs that dramatically increase the amount of money that stays in our clients’ pockets, at the expense of Uncle Sam. There’s no reason to experience poverty in one’s golden years or surrender large sums of money to the government at death when effective plans exist to prevent it.



If you have yet to get serious about this aspect of financial well-being, now is the time to do so. Remember, most people don’t plan to fail, they simply fail to plan.



We hope you’ll give us the opportunity to assist you in crafting the retirement investment and income distribution strategy that is right for you, your family, and your heirs. Please contact us at (919) 654-6838 or by requesting a Complimentary Portfolio Review.

We look forward to serving you.