Wealth Management

  • Retirement Income Planning Strategies
  • Retirement Analysis
  • Estate Planning Strategies
  • Charitable Giving Solutions
  • Legacy Planning Strategies
  • Financial

  • Creating a Financial Plan
  • Money Management
  • Capital Preservation Strategies
  • 401(k) Planning
  • 403(b) Planning
  • insurance

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Medicare Supplements
  • entrepeneurial small business

  • Pension Planning
  • 401(k) Planning
  • Profit Sharing
  • Cash Balance
  • Defined Benefit
  • who we are  

    Secure Retirement Solutions has been assisting California residents with their retirement and estate planning needs for more than 26 years.  Along with extensive financial planning...


    retirement resources

    At Secure Retirement Solutions, we believe very strongly in providing you with the facts you need to make informed decisions about your future. Information to consider...


    Client Portal

    Allianz Link Click the link to access your Allianz Accounts! more
    Blue Cross Link Click the link to access your Blue Cross Accounts! more