Valencia Financial Advising Services
At Secure Money Advisors, we are committed to working with you to achieve the retirement plans that you’ve spent your life savings for and become the trusted financial advisor you need to build a secure future.
When looking for Financial Advising in the Valencia 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 create a tailored recommendation, provide consistent communication, and ultimately invest in you. At Secure Money Advisors, we serve the needs of retirees and pre-retirees throughout Pennsylvania to help build a comprehensive retirement plan to reach your retirement goals so that you can live the worry-free life you deserve.
Why Choose Secure Money Advisors
Principal-protected investment plans:
Our experience – and expertise – helps us recommend investments that protect your principal and provide you with retirement income.
We know you’ve worked hard for your money, so we do not promote high-risk investments for a quick-score opportunity. Rather, we suggest safe plans with an eye on steady income and reasonable growth.
Once we implement an investment strategy we don’t disappear. We monitor your portfolio and suggest adjustments when necessary. We also like to schedule annual appointments to review your account and decide what if any changes need to be made.
At Secure Money Advisors, 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 Valencia 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? With our expertise and experience, Secure Money Advisors can guide you through your retirement journey and inform smart financial decisions.
Secure Money Advisors provides an array of retirement planning services that are tailored to reduce taxes and protect your assets through a variety of means, ultimately allowing you to achieve your preferred lifestyle in your golden years. We begin every client relationship 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 Valencia, Pennsylvania or move to another location, we will provide unbiased recommendations, and careful tailoring of plans to meet your goals so that you will feel confident in the security of your financial future. We know you have choices when seeking a retirement planning partner. 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 consider working with Secure Money Advisors to live a worry-free life.
Frequently Asked Questions from Those Living in the Valencia 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?
- 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.?
- 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 should I collect social security?
- What is the best way to take out money from my retirement accounts?
- How do I know if I am on the right track?