Secure Retirement Solutions Inc

A wealth management firm is only as strong
and flexible as the people who work there.

“We take pride in
our office.
And that all starts
with leadership.”
David S. Wilkins, LUTCF, CRPC
Dave Wilkins is the founder and president of Secure Retirement Advisors, LLC. With over 34 years of financial services and investment management experience, Dave has extensive industry knowledge as a Registered Investment Advisor. Having held FINRA Securities licenses that include the Series 6, 7, 24 and 63 over the past 32 years, Dave has experienced many economic, political and financial cycles.

With the opening of the Casa Grande area office he has fulfilled a long-held goal: that of offering in one location all of the professionals who can provide the services a retiree needs in the areas of managing their retirement assets, preparing wills and trusts, tax return preparation, and providing them with home, auto, life, long-term care and Medicare insurance.

He has earned the LUTCF designation from The American College and has also earned The Chartered Retirement Planning Counselor designation from the College for Financial Planning. He is licensed for insurance and investments. Dave and his team approach every client from the perspective that no two clients are alike, and each client deserves a recommendation of what is best for their particular situation. He is like a doctor of finance; he always customizes his recommendations for each client’s specific situation and refers clients to a specialist when necessary. Take advantage of the Secure Retirement Solutions team of professionals with the expertise and experience to help you navigate the perilous world of investing and make sure your retirement assets and income are secure for the future.

Dave has two grown children and one granddaughter and one grandson living in Arizona. He enjoys horseback riding, team roping and deep-sea fishing in his spare time.
Secure Retirement Solutions, Inc.  is a  Scottsdale, Arizona based company.  We are dedicated to helping retirees and pre-retirees protect and grow their retirements savings. With today’s financial environment most people are looking for a secure place for their nest egg. Whether that nest egg is in an IRA, a company retirement plan, the stock market, or a bank you can not afford to lose it.

We use many different types of investments and insurance Products  to help achieve portfolio security and  your peace of mind. Our practice is dedicated to and focused specifically upon your individual needs to assure that your specific goals are met. We use a variety of planning tools to make sure you have a realistic plan to achieve your retirement goals without excessive risk. 

We meet with our clients on an annual basis to make sure they are staying on track to achieve your goals without taking excessive risk.

"Dont Leave Your Retirement To Chance !"