Welcome to Securenet Financial
Serving the Villages: ONE OF THE LARGEST RETIREMENT VILLAGES IN THE US
Securenet Financial is dedicated to providing personalized retirement strategies that align with your unique needs and goals. Our team, led by founder Steve Schneider, works with a collaborative network of specialized entities to deliver modern, holistic financial planning. Whether you’re concerned about the duration of your retirement, taxes, or preparing for your loved ones, we’re here to help. Our approach is designed to address the questions that matter most to you, offering tailored guidance to support your financial journey through retirement and beyond.
“Our team of dedicated professionals firmly believes that every individual in retirement should have a comprehensive written plan that safeguards against running out of money, enables them to maintain their desired standard of living, and accounts for potential ‘What If’ scenarios. This embodies the true essence of the Modern Financial Plan. Our mission is to offer such a plan to anyone who seeks it and actively engages in the process.”
— Steve Schneider, CEO
Supporting Your Financial Planning to Help You Pursue the Life You Envision
Securenet Financial is dedicated to providing personalized retirement strategies that align with your unique needs and goals. Our team, led by founder Steve Schneider, works with a collaborative network of specialized entities to deliver modern, holistic financial planning. Whether you’re concerned about the duration of your retirement, taxes, or preparing for your loved ones, we’re here to help. Our approach is designed to address the questions that matter most to you, offering tailored guidance to support your financial journey through retirement and beyond.
Our Legacy Planning services provide for your assets to be distributed according to your wishes while preserving your values and minimizing taxes for future generations.
‘What If’ Planning prepares for unforeseen life events and financial challenges, keeping your retirement strategy adaptable and aligned with your goals, no matter the situation.
Our tax planning services focus on minimizing your tax burden and optimizing your retirement income so that you keep more of your hard-earned dollars.
Through Investment Wealth Planning, we offer personalized strategies focused on balancing risk and reward and managing savings access, tailored to each client’s unique financial situation.
Assessing your unique income needs and creating a long-term, sustainable plan you can rely on is a critical success factor in planning effectively for retirement.
Are you confident about your retirement?
Take the first step toward your financial future. Schedule your free consultation with Securenet today and start planning for what truly matters to you.
Personalized planning, ongoing support, and a straightforward process to help you achieve your goals.
Our trusted, four-step process is crafted to create exceptional outcomes while focusing on long-term satisfaction. Clients find the experience simple, straightforward, and even enjoyable!
Together with our collaborative network, we craft Modern Financial Plans that adapt to a changing financial landscape and position you for long-term success.
Our Vision
To be the leading provider of modern, holistic, and personalized financial strategies, empowering clients to achieve their unique financial goals with a comprehensive approach that delivers long-term value.
Our Mission
To offer clients a tailored, comprehensive financial plan through a collaborative network of experienced professionals. We strive to deliver competitive, personalized strategies that meet individual needs, while maintaining a client-focused, streamlined approach.
Our Values
We are committed to delivering excellence through collaboration, innovation, and personalized service. Integrity, transparency, and client-centricity guide every decision we make. By combining deep expertise with a modern approach, we aim to provide the best solutions for our clients, free from unnecessary bureaucracy.
Educational Resources
Discover our blog for insightful articles, practical advice, and informed perspectives on financial management and retirement planning. We’re dedicated to enhancing your financial knowledge through education and informed decision-making.
Build Your Legacy with Smart Estate Planning Strategies Planning for the future may be challenging, but it can also be empowering. It’s an important step in managing the
Could This Tool Help You Meet Your Financial Planning Needs? When creating a retirement portfolio, it’s important to consider different financial tools, and annuities are often part of that discussion.
Finding Financial Integrity: The Benefits of Working with a Fiduciary Advisor Choosing the right financial advisor is a significant decision that can shape your financial future. As you explore your
How AI is Reshaping Investments and Why You Need a Fiduciary Advisor Regardless of what you may think about artificial intelligence, AI is changing the stock market in profound ways.
Strategic Approaches to Optimize Your Benefits for Long-Term Financial Stability As you begin planning for retirement, Social Security should be a key consideration. Given the complexities of the system, however,
Effective Methods for Sustaining Your Savings When it comes to preparing for retirement, one of the most critical success factors is assessing your income needs and creating a long-term, sustainable
READ OUR LATEST GUIDE
Birthdays Over 50 Worth Celebrating
Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.
Still have questions?
