Welcome to Securnet Financial
Serving the Villages: The Largest retirement community in the US
At Securenet Financial, we understand that every client’s financial journey is unique. Our mission is to offer 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.
Do you have pressing questions about retirement? We focus on helping you answer questions like how long your retirement savings will last, how taxes might affect you, and how to protect your spouse in the event of the unexpected.
Our team of experienced professionals brings together diverse experience to craft customized financial plans that are both comprehensive and tailored. By working closely with you, we design strategies that address your unique retirement concerns and help guide you through the complexities of financial planning with confidence.
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.
Curious if your finances are retirement-ready?
Take the first step toward your financial future. Schedule your free consultation with Securenet today and start planning for what truly matters to you.
Meet Our Dedicated Team
At Securenet Financial, our leadership team is driven by decades of experience and a commitment to personalized financial guidance. Founder and CEO Steve Schneider brings over 30 years of global business and investment expertise, offering tailored retirement planning solutions for clients in The Villages and beyond.
Vice President Lisa Spurlock adds over 25 years of experience in insurance and investment, combining her problem-solving approach with a focus on client-first service. Together, Steve and Lisa lead with a dedication to integrity, professionalism, and helping clients achieve their long-term financial goals.
