Secure Wealth Management

08/25/2020

04/02/2018

**UPDATE**
Hi there! We wanted to reach out to you all and let you know that we had to get a bigger office! We are still at 4501 Russell Pkwy. but now are in #32 instead of 34!

10/31/2016

Call to schedule your appointment to see how you can start saving more money. Ask us how we can help you with planning for your retirement, making sure you are not over taxed on your RMD's or any of your retirement assets, help you with long term care, get you the best priced Medicare Supplements, and any other products you might need in your retirement. We have offices in Warner Robins and Macon (by appointment only).

10/31/2016

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

10/31/2016

The Problem:
Your IRA isn’t worth as much as you think
it is, but why?
When drawing retirement income from an IRA, taxes will be owed at ordinary income tax rates.
The Solution:
An IRA Reboot. This method will allow you to convert your IRA into a tax-free vehicle with no out of pocket costs.
How it Works:
Systematically transfer IRA assets to cash accumulation life insurance over 3-5 years.
Taxes are paid internally by participating interest policy loans.
The Value:
• Reduce your realized taxation 1/3 - 1/2 during conversion based on performance
• Tax-free guaranteed retirement income
• Tax-free long-term-care coverage
• Tax-free wealth transfer

A fun way to describe a complex financial strategy on how to protect your retirement nest egg against taxes.

03/16/2016

Secure Wealth Management has been undergoing changes lately, not the least of which is a new website and new employees. We will resume an active posting schedule shortly. We plan to bring you relevant, humorous and engaging posts just as soon as we can. Thank you for your patience!!

09/29/2015

Medicare Open Enrollment is just around the corner (October 15). Now is the time to examine your Advantage policy. Have the premiums changed? Have the benefits changed? Are you just interested in knowing what you are covered for? We are here to answer all of your Medicare questions.

09/23/2015

"Today is the day the Lord has made, we WILL rejoice and be glad in it!" Psalm 118:24

09/16/2015

Tom Hegna makes the case for the importance of building an income floor into a retirement income plan.

09/14/2015

Momentum is flagging all over the place.

09/10/2015

It's Healthy Aging Month, what are you doing to improve your health?