Retirement Planning Services

Name: Secure Money Advisors
Price range: $$

We will advise you on various retirement savings plans to advance your retirement goals

We can help you reduce your taxes and protect your assets as you plan for your retirement years. The goal is clear: Maintain the lifestyle you have earned and have the ability to help your family. We can also assist you in tax planning, estate planning, wills, trusts and charitable giving.

Remember: We always stay current with new legislation and unexpected, game-changing developments, such as COVID-19. Give us a call. Let’s get started.

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Annuities

Long-term financial security is everyone’s objective. We can show you how various annuities can guarantee you retirement income.

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Fiduciary Services

There are occasions when families require the services of a professional money manger to help manage their assets. As a fiduciary, our responsibility and legal duty is to act in the best interest of our clients.

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401(k) to IRA Rollover

What to do with your 401K funds when you retire or are no longer working with the same employer? An IRA rollover is an option worth exploring.

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IRA Legacy Planning

You want to help your children and grandchildren benefit from your prudent investments. Increased payouts – and minimized taxes – can be achieved through strategic IRA legacy planning.

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Life Insurance

Life insurance may seem like a dated concept. We have news for you: If you want to take care of your family in the future, you need to explore this option.

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Retirement Income Solutions

More than anything, you want to know how to generate income from your portfolio when you reach retirement without shrinking your principle. That topic is firmly in our wheelhouse.

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Wealth Management

Generally, we promote conservative investments to decrease risk and increase the opportunity for a comfortable retirement. There are occasions when higher risks are called for. We will advise you on which path to take. And when.

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Better Business Bureau (“BBB”) ratings represent the BBB’s opinion of how the business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business’s reliability or performance. BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. Secure Money Advisors has been a paid member of the BBB since at least 2012, but does not pay for the accreditation of the BBB. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Secure Money Advisors by any of its clients or that a client or prospective client will experience a higher level of investment performance.

The Ethics.net Registered Member badge is used by paid members of the National Ethics Association (“NEA”). Membership in the NEA is not a guarantee of a business’s reliability or performance. Secure Money Advisors has been a member of the NEA since 2022. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of any Foundations investment adviser representative by any of their clients or that a client or prospective client will experience a higher level of investment performance.

The 2017-2022 Best Financial Advisors in Pittsburgh are based on Expertise’s selection process. Expertise.com finds and reviews the top service professionals in over 200 industries across the U.S. For more information you can visit https://www.expertise.com/our-selection-process. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial by any of our clients or that a client or prospective client will experience a higher level of investment performance. Secure Money Advisors (SMA) did not submit anything for consideration of the ranking and did not pay an application fee to participate. SMA is not affiliated with Expertise.com.

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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
© 2022 Secure Money Advisors. All Rights Reserved.

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