Secure Advisory Group. (Financial Strategies)

As Independent advisors, we are not tied to any particular family of funds or investment products. So, whether you need help with retirement planning, a tax situation, estate planning, or managing assets, as Independent advisors we have the freedom to choose from a wide range of investment options in order to tailor investment advice based on what’s in your best interest, not any particular company.   Independent advisors charge a management fee based on assets managed. This fee structure is easy and transparent. When you succeed we succeed.  We have a fiduciary duty to our clients, which means we have a fundamental obligation to provide investment advice that always acts in our clients’ best interests. And with over 25 years of experience providing financial and insurance planning to business owners, businesses, and families, you can be assured we value what you value most.  

Investment Management | Financial Planning Estate | Planning Retirement 

 

Employer-Sponsored Plans

  • Tax Advantage Savings Plans
  • Key Person 
  • Executive Bonus Programs  
  • Buy/Sell Agreements

Employer-Sponsored Plans

  • Low Cost affordable 401k plans and Simple IRA’s
  • SEP IRAs to attract and retain employees
  • TPA Services 
  • Pension Plans  
  • Over 2,700 available funds  

Attract, Retain, and Motivate the best talent for your company.

     Employee Benefits Programs 

  • Group Medical and Dental
  • Retirement Plans
  • Executive Bonus 
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Accidental Death & Dismemberment Insurance 
  • Short-term Disability Insurance 
  • Long-term Disability Insurance

Disclaimer

Investment Advisor representative of and Securities offered through Secure Advisory Group, LLC. Member of FINRA/SPIC. A registered Investment Advisor. Brokerage services provided through St. Bernard Financial Services, Inc.