Find your unique path to retirement


We can help you create an income strategy for your financial future.


Watch Our Story

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

Get Started In

3 Easy Steps

discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Secure Retirement Strategies plan, we’ll examine your current financial situation and determine your retirement needs.

plan

Receive a custom strategy to help you reach your unique retirement goals.

Life Insurance Retirement Plan

Secure Retirement Strategies’ Life Insurance Retirement Plan (LIRP) provides you with a suite of tools and strategies to help you maximize your life insurance policy during retirement.

Check out these books to learn more.

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“ Secure Retirement Strategies: Facts vs. Fictions”

By Michael Neft and Marc Smith
 

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“The No-Compromise
Retirement Plan”

By Martin H. Ruby, FSA
with Foreword by Marc Smith and Michael Neft

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“Paychecks and Playchecks: Retirement Solutions for Life”

By Tom Hegna with contributions from Michael Neft and Marc Smith

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“Our goal is to help you manage your finances so you can pursue your goals.