SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

Overview

Secure Retirement Financial & Insurance Services Corp. is an independent RIA that combines advisory services with broker-dealer and insurance distribution capabilities. The firm, SEC-registered in 2022 and owned by an individual, serves individual and family clients with a fee model tied to a percentage of assets under management. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and educational seminars and workshops. Investment activity shows a clear tilt toward public investment vehicles—mutual funds are the dominant holding—paired with insurance products. The firm does not position itself as an ESG or pension consultant specialist and is not structured as a multi-state or affiliated/advisory network allocator. Its dual role as an insurance broker and registered representative means product shelf selections often include annuity solutions alongside pooled public funds, and financial education is a visible part of client engagement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices