Secured Financial Solutions LLC

YOUR FIDUCIARY FIRM

Based in Scottsdale, Arizona, Secured Financial Solutions is one of the leading financial service firms in Arizona, catering to the financial planning needs of retirees and pre- retirees.

One of the benefits you can count on when working with one of our financial advisors is an outstanding personal relationship with an advisor. As a client, you will deal directly with a financial advisor who will take the time to understand your situation, objectives, estate planning and retirement planning needs as well as your risk tolerance. We work directly with other advisors as well as CPAs, attorneys and trustees, to ensure that the investments we make will align with your estate plans, and that you are not faced with heavy tax burdens.

You can expect Secured Financial Solutions to develop comprehensive solutions to your complex wealth management and estate planning needs. Our one-on-one approach helps you achieve your financial planning goals, including maximizing your estate, retirement planning, minimizing your tax obligation, and continuing your family legacy. Our investment advisors will work with your CPA, attorneys, and other trusted professionals to help you make intelligent choices that align with your financial and personal goals.

At Secured Financial Solutions we strive to make sure that you are able to Retire and Stay Retired Safe! Smart! and Secure!™

OUR SERVICES
At Secured Financial Solutions we offer our clients comprehensive financial and estate planning.  One of the services we provide is active money management using the best breed of money managers.  Our focus and guiding principle is to potentially reduce fees and taxes for our clients.  We also work with the nations top Insurance Carriers to offer the concept of the Principal Protected Low Cost New Generation Annuity.