Secure Money Advisors has connected clients across the Pittsburgh area and Western Pennsylvania with dependable sources of guaranteed income and low tax risk since 2007.
During that time, we have been selective when compiling a client base, seeking to work with those who meet certain criteria that indicate a high likelihood of benefiting from our services.
Are you an ideal Secure Money Advisors client?
You just might be. Our most successful clients are…
Close to retirement or current retiree
Retirement account holders
Often referred by our current clients
Demographics are not everything, however. One of the most important factors in a successful client relationship is the connection between advisor and advisee. Taking the time to get to know and understand each other is invaluable, and that is why we value face time so highly.
Stop by our next exclusive dinner seminar events. Schedule an appointment with our office. Give us a call. We look forward to finding out how we might work together to make your aspirations a reality.
Secure Money Advisors’ holistic retirement planning strategy aims to reduce taxes and protect assets through a variety of means, ultimately allowing our clients to achieve their preferred lifestyle in their golden years.
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