Secure Financial Services, Inc.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Rightsizing for Retirement

What does your home really cost?

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