Founded in 2007, Secure Asset Management, L.L.C., is an independent, privately-owned, SEC Registered Investment Advisor, providing professional wealth management services. We understand navigating today's complicated world of investments and products which can be confusing and challenging.
Our vision is to go through life together with our clients, developing strong bonds through our relationships. Together, we hope to help plan futures and major life events while remaining steadfast in life’s journey through legacy planning—for your children and their children. We want to be part of our client’s support community because we believe that wisdom, values, and principles create the cornerstone of a Secure foundation—a foundation we also build our business family on.
We offer discretionary, ongoing portfolio management tailored to each client’s needs. We also offer pension and employee benefit plan consulting services. With our Secure Case Design™ planning process and our practical business model, we provide a 3-dimensional look at your individual, family and business needs through our comprehensive services including Wills, Estate Planning, Trusts, Asset Management, Retirement Planning, and Insurance Consultation. We are dedicated to providing you with these comprehensive services through our family of companies:
With our affiliated organizations, we offer much needed tools to those seeking help with their retirement account, or those seeking complex estate and business planning. No one individual's need is too small to be financially out of reach with our services. Conversely, no one individual's situation is too complex for us to add value to an already developed estate or business plan. Secure Asset Management, L.L.C. specializes in fee-based financial planning and investment management - we invest our time in you.
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Insurance services offered through Secure Investors Group. Advisory services offered through Secure Asset Management, L.L.C. Tax services offered through Secure Tax Services, L.L.C. Mortgage services offered through Secure Mortgage Funding, L.L.C. The aforementioned companies do not offer legal advice or services. Secure Asset Management Form ADV 2A Click Here, Form CRS Click Here, Privacy Policy Click Here.
