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Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Living longer in retirement, including ways to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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    Contact Us

    Phone: 480.664.1515
    Email: djsears@sfsgroup.net

    Our Location

    11811 N. Tatum Blvd., Suite 3031
    Phoenix, AZ 85028
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    Secure Financial Solutions Group, LLC., is our name and does not promise or guarantee investment results or preservation of principal. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Secure Financial Solutions Group, LLC. Secure Financial Solutions Group, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by Secure Financial Solutions Group, LLC are not subject to Investment Advisor requirements.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 2225128 - 6/24

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