combining knowledge and the tools to complete your picture

Build Your Full Retirement

Our team is committed to helping you make your dream retirement a reality.

Schedule a Visit
fiduciary

When it comes to the fiduciary standard, some advisors talk the talk.
We walk the walk.

The Certified Financial Fiduciary® Difference

Learn More

Led by Certified Financial Fiduciary® Bryan Rich, our team at Secure Financial Group adheres to the National Association of Certified Financial Fiduciaries’ standards — no exceptions. We echo and exemplify the NACFF’s mission to create a strong and safe environment where investors are assured their best interests come first.

Included among the qualifications necessary for a financial professional to attain Certified Financial Fiduciary® status:

  • Exemplify the highest standards of morals, ethics and fiduciary standards of service
  • Swear to uphold the CFF code of conduct
  • Pass a full background check and be in good standing with all state and federal license requirements
  • Pass the CFF exam with a score of 75% or better
  • Possess a professional financial certification/designation, professional financial license (securities, insurance, accounting, etc.) or a combination of education and experience deemed satisfactory by the NACFF Advisory Council

Get Started With

The ABC Planning Process

When you meet with us, we break it down into a simple, easy-to-understand process.

A

All The Pieces

We take a look at where you are and where you want to be. Then we gather the pieces of the puzzle to create a complete financial picture.

B

Building a Plan

Once we have the pieces, we gather the tools we need to build a plan that fits your goals.

C

Clear & Comfortable Planning

We want our clients to fully understand the process, so we explain everything we do. And we are with you every step of the way, so that if anything changes, we can help you adjust.

Instant Download

Will Your Money Last As Long as You Do?

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.

  • Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
  • Read how much the average person spends on health care today. (You might be surprised at the number!)
  • Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?

GET YOUR INSTANT DOWNLOAD

Download Your Copy Now

Enter your information below to instantly download the guide.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Download Now
money-last-iphone

About Us

At Secure Financial Group, we believe you deserve to live the retirement of your dreams. That's why we've dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you're looking for a team to guide you at every step on your retirement journey, we're here to help.

BryaRichardHeadshot

Bryan Rich President

Meet the Team

Attend a Class

We hold classes throughout the year to help you better understand your retirement.

Full Class Schedule
Contact Us

SECURE Your Retirement

It's never too late to BUILD the retirement of your dreams.

Schedule a Meeting
Next Step
Call Now Button