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    We’re committed to helping you make informed decisions about your financial future.

    Secure Money Strategies Seminars

    At Secure Money Strategies, we hold informational seminars for our clients and the greater community that feature information on specific financial topics. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

    Our Calendar of Events



    By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance products.


    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

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    unique financial approach
    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.