FINANCIAL STRATEGIES

Some of the Low Cost Investments Companies we use

Vanguard · American Funds · Fidelity

With access to over 2,500 funds and over 25 years experience, we can help protect what you value most.

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Eustis Habighorst, MBA, CCO.

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FINANCIAL STRATEGIEST

Looking for ways to increase your tax deductions & prepare for retirement?

Many business owners wish they could have the best of both worlds with their retirement plan, combining the large benefit and tax deduction provided by a defined benefit plan. The solution may be a type of defined benefit plan referred to as a cash balance plan.

Whether you run a restaurant or own a medical practice, your expenses can add up fast – including taxes!

GET THE BEST INSURANCE RATE | CALL US TODAY! : 970-378-4818

Investment Advisor Representative of and Securities are offered through Secure Advisor Group, LLC Member of FINRA/SIPC. A Registered Investment Advisor. Insurance provided through Security Insurance Group, LLC.

OUR FINANCIAL SERVICES

Whether it is protecting your wealth or growing it, Secure Advisory Group can help with our financial strategies services:

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Fiduciary Consultants

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Retirement Planning

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Tax Now, Tax Later, Tax Never Planning

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Estate Strategies

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Trust Management

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Wealth Management

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Employee Group Benefits

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401k plans

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Executive Benefit Plans

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No Load, No Front End Sales Commission Mutual Funds

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Exchange Traded Funds

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Free Trades

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Stocks & Bonds

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Annuities

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Life insurance (Whole, Universal, Term)

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Roth IRA

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Traditional IRA

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Simple IRAs, SEP IRAs, Self-directed IRAs

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Legacy Planning

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Key Person Planning

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Succession Planning

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Long Term Care Insurance

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Brokerage Services