Freedom Area Financial Advising Services
At Secure Money Advisors, we serve the needs of retirees and pre-retirees throughout Pennsylvania to help them with their retirement goals. We are 100% committed to working with you to develop a retirement strategy that will allow you to live a worry-free life and security you deserve going into retirement.
When looking for Financial Advising in the Freedom area, you need a team that will not only help you plan for a worry-free financial future, but you also now need a team that will implement a customized plan that is tailored to your unique needs, provide consistent communication, and ultimately invest in you. As with any relationship, trust evolves out of success – something we are accustomed to at SMA.
Why Choose Secure Money Advisors as You Plan for Your Retirement
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 guaranteed 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.
Planning together to achieve long-term goals works best when you can count on a long-term relationship. We don’t disappear once we implement a strategy. We are always monitoring your portfolio and suggesting adjustments when necessary. We give you the attention you need to view us as a trusted partner.
Do you ever ask yourself these questions: Do I have enough money to retire with the lifestyle I desire in Freedom, Pennsylvania 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 retirement accounts? When we meet, we will focus on the 5 key areas of retirement: Income, Taxes, Investments, Healthcare and Legacy Planning. We have the expertise and experience to develop an effective, long-term strategy that allows you to live the retirement you desire and enjoy a worry-free life.
With Secure Money Advisors array of retirement planning services, we can help to reduce taxes and protect your assets through a variety of means, ultimately allowing you to achieve a worry-free financial future. With every client relationship, we first begin with our Right Track Retirement Roadmap process that 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 Quaranta, the president and founder of Secure Money Advisors, and the team ensure clients feel comfortable relying upon him throughout a long-term relationship.
Whether you stay in Freedom, Pennsylvania or move to another location, we are here to provide low-risk strategies and monitoring of plan while making sure we adjust as your needs change and global markets shift, so you do not have to worry about the future. When seeking a retirement planning partner, we know you have choices. Once you get to know us, you will find that our commitment to consistent communications, unbiased recommendations, and careful tailoring of plans to meet your goals is what you need to feel confident in the security of your financial future. Want to know for sure if Secure Money Advisors is the right fit for you? Have Brian Quaranta explain why you should find out if you are on the Right Track and let us become the trusted money advisors you need for a worry-free life going into retirement.
Frequently Asked Questions from Those Living in the Freedom Area
- How do I know if I have enough money – Will I run out of money?
- What if I am afraid to retire or afraid to live the lifestyle desired or spend money in retirement?
- When should I take distributions from various accounts and how long will the money last?
- How will I retire if I don’t have a pension?
- Is it ever too late to start on a retirement plan?
- What if I lose my spouse and have a decrease in income?
- I can’t afford to take another loss in market because there isn’t enough time to recover (Over 50-55+) – What should I do?
- When is the best time to collect social security?
- What is the best way to take out money from my retirement accounts?
- Am I on the right track?