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Secure Retirement Strategies brings together professionals with diverse expertise and experience whose mission is to help those who seek financial security enjoy their retirement.
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Using the Secure Retirement Strategies plan, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
Will your retirement be affected by the Trump Tax Laws?
With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:
- How your taxes could be affected by the Trump tax change – today and in retirement
- Ways to help ensure your portfolio is as tax efficient as possible
- Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary
My husband, Jack, and I are definitely risk averse. We would have never met with Marc and Lou had it not been for a friend that recommended we meet with them.
At our first meeting, we were very surprised to learn that we could invest our hard-earned money in a safe place. The very knowledgeable and experienced team of Marc and Lou patiently walked us through every detail. Long story short: Our wealth has substantially increased since we opened accounts with them. We are very grateful for their advice. Well on our way to a secure retirement!
SRS addressed all of my needs and concerns. They were very helpful in explaining the investments and my future income strategy. They were constantly in touch with me throughout the process. I would recommend to anyone who wants to have their retirement portfolio reviewed to contact SRS.
I had a good experience with all the gentlemen at Secure Retirement Strategies, from the excellent dinner and presentation to the delivery of my contract. They were very patient and never pressured me to do anything and were all very knowledgeable. I put my confidence in them in making my decisions. I am glad I met them and hope to have a long relationship.
Appreciated the service and continual contact in the application process. Both Lou and Tom were very knowledgeable and not only explained everything to my satisfaction, but also made sure that I understand the policy and process. Seeing the excellent tax benefits of this policy was an eye-opener. I am very pleased with the product, policy and service and would highly recommend the use of the products and/or employees associated with Secure Retirement Strategies.
The thought of making all the decisions involved with moving a lifetime of savings into the right places to secure one’s retirement years can be frightening. It was for my wife and me until our first meeting with Marc and Lou. Options were clearly explained. Questions were plainly answered. Most importantly, time was taken to build trust. We are glad that we found SRS!
We are extremely satisfied with the SRS team. They impressed us with their professionalism and subject knowledge. A sincere and caring effort was put forth with helping us navigate our financial planning. They listen to your needs and present individualized solutions that make financial sense. I highly recommend this company.
All of my encounters with this group of professionals have been exceptional. They have made appropriate investment recommendations, which we have been very pleased with the results of thus far.
Mike Neft and Chris Fischer are very professional and personal and understand our retirement needs. We are very satisfied and appreciated the service and continual contact in the application process and answering all our questions.
Very professional staff. Understanding of your needs. Excellent comfort in explaining goals and programs. Very highly recommended.
SRS is composed of a group of knowledgeable and professional advisors. There is NO sales pressure or use of other tactics in your meetings with them. Instead, expect patient and thorough listening followed by thoughtful suggestions and packages designed to meet your individual needs. They continue to check in with you throughout any process and answer all questions patiently, thoroughly and promptly. I would recommend them highly and without hesitation!
Mike, Marc, Merrick, Lou and Christian were very patient with my wife and me in explaining a secure retirement strategy and how to better position our finances to align with our goals. We met with several of them for a few times initially, and they patiently explained the strategies we could use for saving on taxes and getting better yields from our investments. We did not feel rushed or pushed into anything we weren't comfortable with, and I highly recommend SRS to anyone that wants a better financial future.
Very professional and competent team. Responsive. Easy to work with. They listened to my needs and recommended solutions to meet them, no pressure at all.
Lou and Marc listen attentively to what we want, striving to find the best products for our financial goals and needs. They are very patient, taking the time to answer all our questions and making sure we understand the products we are purchasing. Their friendly, no-pressure personalities, paired with a vast knowledge of retirement options provides a strong feeling of confidence in their ability to assist us in meeting our retirement goals. It is a real pleasure working with the Secure Retirement Strategies team.
We were very pleased. They worked around our schedule and were not pushy at all. They presented options, made a suggestion and allowed us to make our own decision. We chose to invest with them because of this and their professionalism. Highly recommend to others that are looking to protect their retirement investments!
Mike Neft and his staff were very professional and personal. We met with Mike to review our existing investments. As retirement approaches we wanted assurance that we would not exhaust our funds prior to our demise. Mike did a thorough review and suggested some changes that would provide us with guaranteed income sources.
We are very pleased and satisfied with Secure Retirement Strategies.
This firm takes the time to get to know you and your family, understand your needs and develop a solid plan for retirement. We were concerned about certain aspects of our lifestyle and thought we had a good plan with fixed annuities in place. We learned, however, that our annuities were variable and risky. We now have a plan that only gives upside, provides liquidity if we need it, and assures us a solid future. Best yet, we work with Lou Aarons, who is terrific.
Merrick Smith and his team at SRS are true professionals. Mr. Smith is a hard worker who is willing to meet his clients and discuss their needs any time and anywhere. His advice is always sound and based upon his many years of experience and research. I would not hesitate to recommend SRS to anyone looking for a solid group of individuals to work with.
All of the representatives have been very accommodating and knowledgeable, and I've always felt they operate with my best interest in mind.
Merrick and his team have surpassed my expectations. They truly listen to their clients' needs. I really appreciated the time they took to walk me through the many options.