Estate Planning / Retirement Plans / Tax-Free Income / Wealth Preservation / Family Legacy
Call Us Toll Free: 1-866-515-6280

About

What We Do:

Address the top two concerns of seniors:
1. Loss of Control
2. Running Out of Money in Retirement

Asset Protection:
Protect your hard-earned assets from lawsuits and creditors.

Estate Planning:
Maintain control of yourself and assets instead of the state, courts, and attorneys.

Tax Reduction:
Keep more of your retirement dollars instead of giving them to the IRS.

Wealth Preservation:
Every investors goal is maximizing return while minimizing risk while making sure he/she does not run out of money in retirement.

Who We Are:
Secure Estate Management is an industry leader with over 200 years of combined experience in securing client’s retirements.

Strategic Partners Include:
Experienced Estate-Planning attorneys in each state we serve.
Certified Public Accountants(CPAs): tax advice and preparation services.

Our Mission:
To continue to successfully aid our clients achieve their retirement goals by providing outstanding service and top quality advisement.

Our Team:

Ferenc Toth

President & Ceo

As President and Ceo, Mr. Toth manages company operations with over 4500 clients and 20 advisors in 4 states. He has personally advised over 1000 clients in his 17 year career. He has been a mentor to over 100 advisors.
Ferenc has been recognized by several financial and insurance institutions as a top advisor. He was honored 4 consecutive years as a top 10 advisor nationally with American Investors.
Mr. Toth is a General Agent (G.A.) for Ameritas Life Insurance Corporation. G.A.’s are among a small class of agents who are required to have an expert level of experience and knowledge, spanning the course of many years. He is a Certified Medicaid Planner and is nearing completion of his Certified Wealth Preservation Planner designation. This will make it possible for Secure Estate Management to provide even more retirement plan options to their clients and allow Mr. Toth to give continuing education credits to CPA’s as well.
M. Toth has qualified for the Million Dollar Roundtable every year he has been an active advisor.
He is passionate about solving problems and creating solutions for his clients.
Mr. Toth is devoted to his wife and 2 daughters. One of his daughters is diagnosed with autism. He has a unique understanding for families with special-needs.
E-mail: president@securemgt.com
Phone: (480) 515-6280

Sonny Patel

Director of Business Development

E-mail: s.patel@securemgt.com
Phone: (480) 515-6280

Thomas Fryar

Senior Estate Advisor/Sales Manager

E-mail: tfryar@securemgt.com
Phone: (480) 515-6280

Joanne Yoshiko

New Business Specialist/HR Manager

E-mail: joanne@securemgt.com
Phone: (480) 515-6280

Karen Richardson

Trust Services Manager

E-mail: karen@securemgt.com
Phone: (480) 515-6280

Wade Temple II

Estate Advisor

Wade Temple is a graduate of Buena High School and has been a Sierra Vista, Arizona resident since 1981. Mr. Temple holds a degree in Computer Information Systems and is a licensed Life, Property and Casualty agent. He is the father of three children; Samantha, Darius and Halle. He has also served in the United States Army.
Mr. Temple has been in the Insurance business for over 15 years and his Agency specializes in Life, Auto, Home, and Commercial Insurance as well as Estate Planning.
E-mail: wade@securemgt.com
Phone: (480) 515-6280

Keith Smolik

Estate Advisor

E-mail: ksmolik@securemgt.com
Phone: (480) 515-6280

Chris Moran

Estate Advisor

E-mail: chris@securemgt.com
Phone: (480) 515-6280

David Robertson

Estate Advisor

Dave specializes in advising small business with all aspects of their benefits needs. Dave originally from Wales UK owned his own advertising services company on Madison Avenue and later in his career was a main board director for an advertising services company quoted on the London Stock Exchange. Dave has also had a successful career as inward development consultant representing Deloitte UK and the Welsh Government in the USA. Relocating to Arizona in 2009 and utilizing his broad business experience Dave has become a specialist in Affordable Healthcare for small business. Dave is both licensed by the State of Arizona and the Federal Government as an Affordable Healthcare specialist both for individuals, families and small business and a state licensed insurance agent. Dave can advise small business whether they are entitled to tax credits that literally can save thousands of dollars on healthcare premiums. Dave lives with his wife Gill in Scottsdale, in his spare time Dave, a former surfer and rugby player can now be found on the golf courses of Scottsdale and hiking in the McDowell Mountains Preserve as well as counseling families with substance abuse problems on how to find affordable health care insurance to pay for treatment.
E-mail: david@securemgt.com
Phone: (480) 515-6280

Chad R. Lee

Estate Advisor

Chad R Lee is Secure Estate Management’s representative in Nevada. He manages company operations in Nevada. He has personally advised hundreds of clients in the last 14 years. He has been specializing in Term, Final Expense and Index Universal life the last few years. But after learning of the solutions that Secure Estate Management has been offering their clients he recognized those solutions were much better than what he had been offering. He is passionate about solving problems and creating solutions for his clients. He is devoted to his wife, 4 Children and 10 grandchildren.
E-mail: chad@securemgt.com
Phone: (480) 515-6280

Jack Best

Estate Advisor

E-mail: jack@securemgt.com
Phone: (480) 515-6280

Ishan Patel

Estate Advisor

E-mail: ishan@securemgt.com
Phone: (480) 515-6280

Gidget V. Swanson, M.B.A.

Estate Advisor

Gidget Swanson earned her Master’s Degree in Business Administration, (MBA) at a private university that is accredited the same as Princeton University. She has also been involved in a variety of businesses, as either an Owner or an executive. Gidget has been serving clients for Secure Estate Management in both Arizona and Nevada since the year 2008.
She would be happy to show you some of her files that are full of glowing references and thank you letters from her clients that were delighted with the information, advice and services they received.
E-mail: gidget@securemgt.com
Phone: (480) 515-6280

Vimal Patel

Estate Advisor

E-mail: vimal@securemgt.com
Phone: (480) 515-6280

Marko Michunovich

Estate Advisor

E-mail: marko@securemgt.com
Phone: (480) 515-6280

Lakshman Patel

Administrative Support/Web Developer

E-mail: l.patel@securemgt.com
Phone: (480) 515-6280