Secure Solutions Financial Group
(210) 493-9195

Services Overview

Secure Solutions Financial Group offers comprehensive financing services that are tailored specifically to meet your needs and requirements. Our services and benefits include:

Personal/Financial Strategies:

  • Money SignIncome Protection
    • How Much Will You Earn in a Lifetime?
    • Capital Needed to Replace Earning Power
    • Personal Financial Security Needs
    • Odds of Dying (Male)
    • Odds of Dying (Female)
    • How Much Life Insurance Do I Need?
    • If Disability Strikes
  • Education Strategies
    • Approximate Undergraduate Costs
    • Impact of Inflation on College Costs
    • Education Funding Option
    • Education Tax Incentives (Overview)
    • Education Savings Account Basics
    • Qualified State Tuition Program Basics
  • Wealth Strategies
    • How Much Will You Earn in a Lifetime?
    • Managing Your Finances
    • Tax-Favored Retirement Savings
    • Deferred Annuity in Action
    • Life Expectancy After Retirement
    • Income Annuity Solution
    • Regular IRA vs. Roth IRA...A 2006 Comparison
    • A TDA Solution
  • Retirement
    • Financial Independence at Retirement
    • Importance of Planning for Retirement
    • Capital Required at Retirement
    • The Price of Delaying Retirement Savings
    • Odds to Living to Retirement at Age 65 (Male)
    • Odds to Living to Retirement at Age 65 (Female)
    • Important Facts About Social Security Retirement Benefits
    • Hypothetical Pension Benefit Results
    • Long-Term Care...Did You Know?
    • Need for Long-Term Care Insurance
  • Estate
    • The High Cost of Dying
    • Estate Shrinkage in Action
    • Estate Shrinkage Profiles
    • Estate Tax Flow Chart
    • The Estate Analysis Process
    • Paying the Estate Tax Bill
  • Charitable
    • Wealth Replacement Trust in Action
    • Charitable Remainder Trust in Action
    • Charitable Lead Trust
    • Charitable Gift Annuity or Pooled Income Fund
    • Split-Interest Charitable Gifts
    • Retirement Plan Assets

Penny Saved is a Penny EarnedBusiness Strategies:

  • Small Business Ownership
    • Corporate Federal Income Taxation
    • Odds of Dying
    • Odds of Becoming Disabled
    • Business Continuation Planning
    • Business Protection Planning
    • Executive Benefit Planning
    • Employee Benefit Pyramid
    • Menu of Services
  • Business Continuation
    • Assisting a Key Employee to Fund an Insured Buy-Sell Plan
    • Insured Buy-Sell Plans Comparison for Partnerships
    • Insured Buy-Sell Plans Comparison for Corporations
    • Insured "Wait-and-See" Buy-Sell Plan
    • Three Ways to Fund a Section 303 Stock Redemption Plan
    • Four Ways to Fund a Buy-Sell Plan
    • Four Ways to Fund a Disability Buy-Sell Plan
  • Business Protection
    • Key Employee Indemnification Insurance Plan In Action
    • Business Loan Insurance Plan In Action
    • Business Overhead Expenses Protection In Action
  • Executive Benefits
    • The Reverse Discrimination of Qualified Retirement Plans
    • Executive Bonus Plan In Action
    • Insured Death Benefit Only Plan In Action
    • Business Split-Dollar Life Insurance Plan In Action
    • Split-Dollar Life Insurance Plan Premium Variations
    • Group Carve-Out Plan In Action
    • Insured Disability Salary Continuation Plan In Action
    • Deferred Compensation Plan In Action
    • Selective Executive Retirement Plan In Action
  • Employee Benefits
    • For Use with Employers:
    • The Employee Benefit Pyramid
    • Employee Benefit Action Checklist
    • Health Savings Account in Action
    • For Use with Employees:
    • Health Savings Accounts
    • Health Savings Account in Action
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