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.
Strategic Approaches to Manage Withdrawals and Maintain Financial Stability in Retirement Retirement marks the beginning of a new chapter in life, often bringing a sense of freedom and relaxation. However,
Crafting a Retirement Plan That Aligns with Your Personal Goals and Interests When developing your retirement plan, it’s easy to focus solely on finances. While financial security is important, of
Strengthening Your Financial Future by Planning for Potential Long-Term Care Needs Long-term care planning is a crucial component of a holistic financial plan because it means that your retirement strategy
Effective Financial Strategies to Manage Healthcare Expenses in Your Golden Years Retirement opens up new opportunities, but it also brings financial responsibilities, particularly around managing retirement healthcare costs. These expenses
Strategies to Help Your Savings Go the Distance in Retirement As people live longer due to advances in healthcare, longevity risk has become a growing challenge in retirement planning. Longevity
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
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The Fundamentals of Estate Planning
Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.
Still have questions?
