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Our Services

No matter where you are in life, you should be evaluating the next step on your financial journey. Our team at SecuraWealth specializes in serving young professionals, high-income professionals, small business owners, and retirees on their path to financial success. Though these demographics have different financial needs, the values of trust, honesty, and transparency remain at the core of our partnerships.

For young professionals, it’s important to establish a solid financial foundation early in your career. SecuraWealth can help you:

  • Use time to your advantage with early retirement savings
  • Save a downpayment for the home of your dreams
  • Prepare for the arrival of any little bundles of joy, including the college tuition they’ll need down the road

High-income professionals have extremely complex needs, but SecuraWealth will craft a holistic plan that both grows and protects your wealth. We assist with:

  • Optimizing your tax strategy
  • Monitoring your cash flow
  • Setting up trusts and estate plans
  • Scheduling an optimal timeline for large purchases
  • Preparing for an unexpected loss of income to protect what you have built 

Small business owners are under an immense amount of pressure to protect their employees and provide a promising future. We help you:

  • Design and manage 401(k) plans for small businesses
  • Determine the best retirement account allocations
  • Craft profit sharing plans to give back to your employees
  • Guide your employees in the right direction with 1-1 retirement meetings 

Retirement is the ultimate goal of any holistic financial plan, and we are here to support our clients as they prepare for this daunting life change. We help our clients:

  • Determine their long-term financial needs in retirement
  • Estimate any support from Social Security and Medicare
  • Evaluate their retirement allocations on a yearly basis and adjust as needed to minimize risk
  • Determine the best combination of Traditional and Roth IRAs, 401(k) and 403(b) Plans, and Health Savings Accounts to achieve a balanced income in retirement

If you are in any of these situations, reach out to SecuraWealth to schedule a no-obligation meeting. No matter where you are on your financial journey, we have the experience to help you pursue your goals.