Ambridge Financial Advising Services

Ambridge Financial Advising Services

At Secure Money Advisors, we will work with you to achieve your retirement plans and become the trusted financial advisor you need to build a secure future.

When it comes to Financial Advising in the Ambridge area, you need a team that will help you not only achieve your financial goals to create your retirement income, but you also now need a team that will provide strategies, consistent communication, and ultimately invest in you. Secure Money Advisors will help build you a comprehensive retirement plan that allows you to live the retirement you deserve, worry free.

Why Choose Secure Money Advisors

Investing and investment management should be easy – we possess the expertise and experience needed to inform smart financial decisions. It sounds simple, but it takes work. And, most important, trust. The work part means we are always monitoring your investments and suggesting tweaks when warranted. As with any relationship, trust evolves out of success – something we are accustomed to at SMA.

Dependability and Low Risk:

We are not committed to any specific products or companies, giving us the independence needed to craft the best plans that create income and minimal tax burden for you.

Selectivity and Exclusivity:

Our practice is selective, allowing us to build an exclusive community of clients and friends that will most benefit from relationships with one another and the services we offer.

Personal Relationships Planning:

Together to achieve long-term goals works best when you can count on a long-term relationship. That is why we give you the attention you need to view us as a trusted partner.

Our Approach

When we meet, we will focus on the 5 key areas of retirement: Income, Taxes, Investments, Healthcare and Legacy Planning. Do you ever ask yourself these questions: Do I have enough money to retire with the lifestyle I desire in Ambridge or someplace else? Will I run out of money? What if I lose my spouse? When should I collect social security? How do I best get the money I need from my accounts?

Secure Money Advisors follows a proven four-step process to maximize results and minimize uncertainty about your ability to achieve your retirement goals. Using a four-step process to develop and implement customized plans that allow each client to enjoy their retirements. The process includes determining if you’re on the Right Track, by learning all about the client, creating a tailored recommendation, implementing a Right Track plan, and continuously reassessing how the strategy is working as the client’s lifestyle changes. In the process, Brian and team ensure clients feel comfortable relying upon him throughout a long-term relationship.

Whether you retire in Ambridge, Pennsylvania or move to another location, we will help you protect your assets and maximize your retirement earnings so you can maintain a comfortable, stress-free lifestyle. Join our family of satisfied clients and let our Secure Money Advisors team help you navigate your retirement journey and help you build a secure future.

Frequently Asked Questions from Those Living in the Ambridge Area

  • How do I know if I have enough money or will run out of money?
  • What if I am afraid to retire or afraid to live the lifestyle desired or spend money in retirement?
  • I have savings but don’t have a real plan. When should I take distributions from various accounts, how long will the money last etc.?
  • If I don’t have a pension- how will I retire?
  • What if I lose my spouse and have a decrease in income- what does this mean?
  • I can’t afford to take another loss in market because there isn’t enough time to recover (Over 50-55+)
  • When is the best time for me to take social security?
  • I need money from my retirement accounts, and I don’t know how or the best way to do that?
  • I’m just not sure if I am on the right track – Can I even afford to retire?
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