We are a family that offers financial planning, tax, and insurance assistance for our clients. Our heartbeat is to provide excellent care, safety, and growth.
Secure Financial Solutions is a firm of financial planning professionals who specialize in wealth accumulation and creating customized retirement plans.
Founded by John Jenkins, SFS focuses on creating individualized retirement and estate plans for their clients that protects their assets and helps them achieve their financial goals. The firm’s emphasis can be divided into two general categories: Wealth Accumulation and Retirement Management. We work closely with our clients through every stage of their lives and specialize in limiting tax expenses.
Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA), 501 Baldwin Street Suite 203, Jenison, MI 49428 (800) 903-2562. Investment Advisory Services are offered through RWA.
Cary, North Carolina, US
Private
$654K Revenue
http://www.securefinancialsolutions.com
7 Employees
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