Secure Today Financial

12/15/2022

12/13/2022

What's the hardest lesson you've ever had to learn about money?
What’s the most powerful one?
For many folks, these lessons come from hard-earned experience.
So, what are the money lessons that are never too early to know?

12/08/2022

We are here to help you feel confident in your financial future.
Here’s our process: Schedule a meeting to sit down with us and discover what your ideal retirement looks like. Using Your Retirement Lifesaver, we'll examine your current financial situation and determine your retirement needs. We will work with you to create a custom strategy to help you reach your unique retirement goals.
Are you ready to get started? Schedule your first appointment with us: https://calendly.com/retirement-lifesaver/15minin?back=1&month=2022-12

12/06/2022

GREAT NEWS! Now may be the best time to reconsider Fixed Interest “CD type” of annuities:
‣ 5-year paying 5.6% per year for 5 years
‣ 4-year paying 5.4% per year for 4 years
‣ 3-year paying 5.3% per year for 3 years
‣ 2-year paying 4.3% per year for 2 years

If you are interested in these fixed rate options and/or would like to get more information (lock-in the rates before they change, etc.), please give our office a call at 954-401-1067 or schedule a 15-min call with our team here: https://calendly.com/retirement-lifesaver/15minin?back=1&month=2022-12

This meeting will allow us to introduce ourselves and see how we can connect.

12/01/2022

Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns. Schedule an appointment to see how we can help: https://calendly.com/retirement-lifesaver/15minin?back=1&month=2022-11

This meeting will allow us to introduce ourselves and see how we can connect.

11/29/2022

Ed Roberts joins Elise once again to discuss how a healthy mindset for life feeds your financial well-being. There are 3 components to think about and balance: mind, body, and spirit. One helps balance the others and combined, help you to make sound decisions in your financial life. Let’s dig deeper together: https://youtu.be/TzHbpeKfOzc

Ed Roberts joins Elise once again to discuss how a healthy mindset for life feeds your financial well-being. There are 3 components to think about and balanc...

11/24/2022

Happiest Thanksgiving from the Secure Today Financial Family to yours!

11/22/2022

“In a multitude of the counsel, is good counsel.” You may have heard this before, but it is especially important when it comes to your finances. But why is it so important to consider diversifying your advisors? We’re going to dig in and discuss more in-depth and help guide you in what traits to consider when selecting the right fit for you. Tune in here: https://youtu.be/G8Q9pG-8_Gw

“In a multitude of the counsel, is good counsel.” You may have heard this before, but it is especially important when it comes to your finances. But why is i...

11/17/2022

Change often comes with feelings of resistance. But sometimes a simple mindset shift can make all the difference. Think about this: When CHANGE comes about, think of it as your CHANCE to do something differently. Think of change as an opportunity.

11/15/2022

In today’s episode of Your Retirement Lifesaver clients, Donnie Lawhon and Adam Sagen, join Elise to share what they have learned over the years in their financial health, including lessons in diversification.
Check it out here: https://youtu.be/lURvlJ9Buy0

In today’s episode of Your Retirement Lifesaver clients, Donnie Lawhon and Adam Sagen, join Elise to share what they have learned over the years in their fin...

11/10/2022

You need to know how to handle your finances yourself. No one’s born knowing how to do it and everyone who seems to know what they’re doing has had to learn. And so can you.

11/08/2022

Fixed Index Annuities have been around for almost 30 years and so much about them has changed within that time. Navigating through all of the features and options available can be daunting. There are 5 key components that you need to consider to make sure it is balanced properly for you. Watch below to learn all about them. https://youtu.be/bvmsCiMp3dM