We’re here to help you feel confident in your financial future.


Long-Term Care, Tax-Free

Expenses in a long-term care situation pile up faster than we’d care to think about.  Taxes on top of those expenses simply add to a burden that can be minimized with the proper assets in place for you to capitalize on. In this SRS Short video, Marc Smith, founding partner at

More Than A Policy

If you’ve never considered how to leverage the living benefits of a life insurance policy, you wouldn’t be alone.  Many of our clients simply don’t know the options when it comes to structuring their plans for retirement income. In this video, Marc Smith, founding partner at Secure Retirement Strategies, elaborates

Confidence In Your Team

Putting your trust in an individual to handle the finances in retirement might seem daunting.  But combining the perspectives, experience, capabilities, and proven outcomes of a team approach gives you a greater sense that the options being presented, and the decisions being made, aren’t isolated but vetted, tested, and refined.

The Possibility of Tax-Free Long-Term Care Benefits

In retirement, there’s more to consider than just what activities, hobbies, or traveling you’re going to enjoy with your nest egg. Statistics show that 3 out of 4 retirees will require some sort of long-term care in retirement, and the cost of that care has been increasing exponentially. Below, Lou

Properly Structured LIRPs Make For A Tax-Free Retirement

When most people think of their retirement structures, lessening their tax burden usually falls toward the top of their list of priorities. Below, Lou Aarons explains why a properly structured life insurance retirement plan, or LIRP, both minimizes that burden, while leveraging the exponential power of indexing. Transcript: Hi, it’s

Our Diverse Financial Backgrounds and Robust Perspectives

Aristotelian rationale says that the whole is greater than the sum of its parts. Accountants might want to see the numbers on that (trust us, we have plenty of them at our firm). And yet we couldn’t agree more.  The team approach sets Secure Retirement Strategy above other financial planning

Tax Deferral in an Annuity Contract

Ever wonder if there’s an advantage to using after-tax dollars within an indexed annuity? You’re on the right track Watch below as Lou Aarons explains how using after-tax dollars works for you with regard to tax deferral in an annuity contract. Transcript: Hi, it’s Lou Aarons again, I’m one of

Required Minimum Distributions and Your Retirement Strategy

As of the writing of this post, the U.S. House of Representatives has passed what is being billed as the SECURE Act 2.0.  This will almost certainly bring updates to the how we currently strategize with our clients on the best options for them in retirement. However, it’s good to

Understanding Your Options In Retirement

Whether it’s because we’re so busy, or we think things are already taken care of, or perhaps someone’s financial outlook has changed, we often suffer for lack of understanding all of the options at our disposal when it comes to retirement planning.  Most of us have been told about traditional