Financial Planning Companies

About Us

Secure Retirement Strategies brings together professionals with diverse expertise and experience whose mission is to help those who seek financial security enjoy their retirement.

We listen to our clients and develop customized solutions to meet their financial objectives. While there are no absolutes, we believe the financially sound retirement should weigh much more heavily towards guarantees and certainties than hopes and good intentions.

We are an independent firm with no allegiance or responsibility to anyone but you. While the full range of financial services and products are available to create a safe, secure financial plan, we only use those products and strategies that best meet your goals. Every person and family is different, so each financial plan is tailored and custom-fit.

We pride ourselves in not only treating our customers with the utmost respect and like our own family, but also following strict ethical and moral guidelines in our practices. We are an official registered member of the National Ethics Association that follows an Ethics Pledge.


Mission Statement

“To inform and develop relationships with individuals and families who are concerned about financial and estate protection during retirement.”


We are a “trust” based financial firm that doesn’t believe in the typical sales tools used by many companies today.
Our goal is to provide families with an informative experience in a low pressure environment.

Click on the photos below to learn more about our team:

marc smnith      michael neft







lou aarons      merrick smith


Secure Retirement Strategies Office Locations

Doylestown-Main Office
196 West Ashland St Doylestown Pa 18901

King of Prussia
630 Freedom Business Center Drive, 3rd Floor King of Prussia PA 19406

West Lakes/Malvern
Three Westlakes 1055 Westlakes Drive 3rd Floor Berwyn Pa 19312

Blue Bell
5 Sentry Parkway 2nd floor Blue Bell Pa 19422

Fort Washington
500 office center Drive, suite 400 Fort Washington PA 19034

12 Penn Trail Newtown Pa 18940

116 Village Blvd #200, Princeton, NJ 08540

Saucon Valley
3477 Corporate Parkway, Suite 100, Center Valley, Pennsylvania, 18034

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