Estate Planning / Retirement Plans / Tax-Free Income / Wealth Preservation / Family Legacy
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General

Who We Are:

Secure Estate Management is an industry leader with over 4500+ client’s retirements secured since 1996. We strategically partner with experienced CPA’s, estate planning, asset protection, and advanced planning attorneys. Our mission is to continue to successfully help our client’s achieve their retirement goals by providing outstanding service, quality advice, and professional planning tools. Secure Estate Management is proud to be a six-time “Best of Small Business Award” winner, and hold an A+ Better Business Bureau rating for eight consecutive years!

What We Do:

Estate Planning:
Maintain legal control of your family and assets instead of the state, courts, and attorneys.

Retirement Planning:
We offer 401K services for individuals and to companies with 5,000 employees or less!

Tax Reduction:
Keep more of your hard-earned dollars, instead of giving them straight to the IRS!

Wealth Preservation:
Maximize your returns while reducing market risk, and never run out of money in retirement.

Family Legacy:
Pass your business, or wealth, tax-free to the next generation.

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 help our client’s achieve their retirement goals by providing outstanding service, quality advise, and professional planning tools.