Curious As To The Process? Let Us Explain

This week we featured a quote in one of our Facebook posts that highlighted the stance most people take when it comes to planning their retirement futures.  It went like this:

“…A lot of us have put our heads in the sand when it comes to thinking about tomorrow.”

Two common barriers to postponing the planning process is that you don’t know what to expect when you do begin, or you don’t know if it’s an appropriate time to begin.  To the latter reason, we say, “It’s never too early to start planning a successful retirement,”.

As to the former reason, Merrick Smith, managing partner at SRS, explains a little bit of what you can expect when you reach out to us to begin the process of retirement planning.


Hi, my name is Merrick Smith. I’m one of the senior financial advisors here at Secure Retirement Strategies. By now I think you know what we do. You’ve been getting my newsletter. Our podcast. We send out a lot of good information. That’s pertinent to the financial industry. Topics such as taxes, RMDs, kind of what’s changing in the financial environment, day-to-day month to month and we try to keep you all up to date, the best we can.

And the newsletter has gotten back a really, really good feedback, which I, appreciate you all for. As far as making an appointment with us, that’s very easy. If you ever want to talk, you can make an appointment right through that landing page. What you can really expect that first meeting is a Q&A. We really want to see what your goals are. Short-term, long-term. And if we can add value. Ultimately, if it’s a match and we are going to move forward after that first meeting, we’ll do a second meeting where we’ll come up with a full financial plan for you that hopefully hits those different areas that we can help you with. We look forward to hopefully talking to you soon one-on-one, and any more feedback I greatly appreciate.