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SecureWealth &

Health Financial

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The Cost of Procrastination

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Your Retirement & Income Specialist - Certified Financial Fiduciary

Your Retirement & Income Specialist - Certified Financial Fiduciary


"Income is the outcome of everything."

We are here to get you guaranteed income for life.

We are happy to meet you at our office, in your home, or another social distancing appropriate location.


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Our Mission

Planning for retirement and beyond, forecasting calm seas and smooth sailing, charting a worry free course in which you never outlive your money. Secure Wealth is committed to mastering the helm of your financial future.

Welcome to Secure Wealth 

Welcome to Secure Wealth, a team of retirement planning and insurance professionals serving the Middle Georgia area for your Income Planning needs. Our team is dedicated to helping you achieve your retirement goals; Secure Wealth offers the following services: Retirement Income Planning, Tax Reduction and Insurance Services, Estate Planning, IRA Distribution Planning, and Long Term Care Planning. Secure Wealth, the best choice for navigating the safe waters of retirement.

Secure Wealth Management is a BBB Accredited Insurance Company in Warner Robins, GA

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Helpful Content

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.