financial planning consultant

Financial Advisor Services

You worked hard for decades, made sacrifices for your family, and have been careful with your money. Finally you are near, or have reached, retirement. It’s your chance to do all those fun things you’ve wanted to do. You’ve crunched the numbers in your retirement calculator, but are unsure of how to proceed, which is where our retirement planning advisors in Bucks County, PA and all over the Delaware Valley, are sought to help you.

After all, there are many places you can put your money, such as CDs, stocks, bonds, even real estate. It can be a stressful time. Obviously, your job, your primary source of income, will be going away. The volatility of the stock market is cause for concern, too. The last thing you want is to spend your time anxiously watching the stock market numbers on TV and obsessively checking over your portfolio statements.

We can help. Secure Retirement Strategies is one of the country’s leading retirement planning services companies, located right here in Pennsylvania. An advisor in Montgomery County, PA or Carbon County, PA will provide personalized services so you meet your goals through proper planning.

Meet with a Financial Planning Consultant

To help secure your future, meet with a financial planning consultant that is responsive and carries years of experiencing. Your consultant will work with you through all walks of life to ensure you are heading towards a comfortable retirement.

From wealth management services to long term care advisors, our services in Bucks County, PA provide comprehensive solutions to help you make sound financial decisions. As one of the trusted finance consultant companies in the Carbon County, PA area, we offer detailed analysis into your finances, providing recommendations for the best strategy as you head into retirement.


Financial Planning Services in Montgomery, Bucks County & Carbon County, PA Areas

We work with many companies for all the various aspects of setting up the right strategy for our clients. As life insurance advisors we work with the top companies that provide all the different types of plans to make sure the one that fits your needs is available to you. A large part of retirement is making sure the right annuity is in place to ensure financial stability in the future year after year.

Secure Retirement Strategies is known as one of the top index annuity companies in the country, offering index annuities, hybrid annuities and whatever else fits the needs of our clients. The two basic types of annuities are deferred and immediate and we will work with you to make sure the right services are chosen and the best strategy is in place for you.

Meet with a financial planning consultant and advisor in Bucks County, PA or Montgomery County, PA, so you can reduce the amount of time your spend working on your finances. Head into a stress-free retirement, and take the first step with a free consultation from an experienced advisor.