Secure Retirement Planning

Secure Retirement Planning, LLC’s mission is to empower clients with knowledge to make informed decisions to meet the tough challenges they may face throughout retirement. We believe you deserve a level of personal service that builds a lasting relationship, one that is greater than being treated like just another number. Our primary areas of focus are wealth accumulation, retirement planning, income planning, long term care planning, and IRA legacy planning.

Our Services

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

At Core Financial, we can offer you the following products and services:

• Retirement Income Strategies
• Wealth Management
• Asset Protection
• Annuities
• Life Insurance
• Investments
• Tax-Efficient Strategies
• Long-Term Care Strategies
• IRA & 401(k) Rollovers
• IRA Legacy Planning

We can also refer you to professionals who provide the following services:

• Trusts
• Probate
• Charitable Giving
• Estate Planning
• Tax Planning

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

Counties Served: Davis, Weber, Cache, Morgan & Box Elder