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    Preserve what You’ve Built and Envisioning Your Retirement

    • by secure_financial
    • Posted on 09 June, 2021

    The first step in a succession plan is to envision what retirement means to you. Does it come at a certain age or when you’ve reached a specific goal?  Over the next decade, 37% of financial advisors will retire. A succession plan can make the difference between managing a practice and running an actual business. As a financial advisor you’ve accumulated assets un...

    As a Secure Financial Group Partner, you will remain an independent financial professional while gaining a support team including:

    Maintain and Grow AUM with securities-based lending

    • by secure_financial
    • Posted on 13 April, 2021

    Great financial advisors have their eyes on the short-term and long-term goals of their clients. They are often building bridges between where clients are t...

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    37% Of Financial Advisors Expected To Retire Over Next Decade

    • by secure_financial
    • Posted on 25 May, 2021

    You’ve spent a career helping clients prepare for retirement. But have you taken the time to think about your own? Industry-wide, the shockwaves are forthco...

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    The Impact of Taxes on Your Client’s Investments

    • by secure_financial
    • Posted on 26 March, 2021

    Good news…the Treasury Department and IRS pushed back the tax filing deadline for individuals to May 17, 2021.  The bad news…it is too late to implemen...

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    10 Tips for holding effective online client meetings

    • by secure_financial
    • Posted on 15 April, 2020

    1. Choose the right technology for the job and think about the things you want to accomplish during the meeting.  Will you need to show your clients so...

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    Feel free to call us at 248-435-0400 and request to speak a team member of Secure Financial Group