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At Securenet Financial, we believe strongly in the value of holistic financial planning – an approach that considers all aspects of a person’s financial life, while also being personalized and designed with your long-term goals in mind. Our Modern Financial Plan integrates five key areas of service and offers a comprehensive outlook that extends throughout your retirement – and even beyond – so that every stage of life is accounted for.
Lifetime Income Planning at Securenet Financial focuses on creating a sustainable income strategy for your retirement. By evaluating various income sources, such as Social Security, pensions, and personal investments, this service helps align your financial resources with your long-term goals. Additionally, we consider strategies to manage risks, like inflation and market fluctuations, to promote greater financial stability.
Our comprehensive approach includes reviewing your expenses and income needs so that they evolve with your retirement lifestyle. Through periodic adjustments, Lifetime Income Planning aims to help you address potential gaps in income and navigate the complexities of retirement with greater financial confidence.
At Securenet Wealth, we strongly believe that each client’s investment plan should be as unique as they are. Instead of pushing one-size-fits-all products that may not be in a client’s best interest, we take a comprehensive look at each client’s portfolio using the asset allocation model. This approach allows us to tailor a plan that balances risk and reward while optimizing investment potential.
Additionally, we strategically plan the best way to access savings during retirement, preserving financial flexibility. Our goal is to help our clients fully enjoy their retirement lifestyle, with investments aligned to their personal needs and goals.
We believe tax planning is essential to preserving your retirement savings and optimizing your financial well-being. Our dedicated team works with you to identify tax-efficient strategies tailored to your unique financial situation, minimizing the impact of fluctuating retirement income and helping you avoid unnecessary tax burdens. From capital gains management to Roth conversions, we aim to enhance your financial stability by optimizing your available income.
We also provide forward-looking tax planning, adapting to changes in tax laws and financial circumstances to protect your long-term wealth. With our services, you can focus on enjoying retirement while we manage your tax responsibilities.
Retirement ‘What If’ Planning helps you navigate unforeseen events, such as the loss of a spouse, health issues, or market changes, by preparing for these possibilities in advance. At Securenet Financial, we develop a flexible retirement plan that evaluates potential challenges, including inflation and income shifts, allowing your financial strategy to adapt over time.
This approach helps address unexpected life changes and keeps your retirement plan resilient and aligned with your long-term goals. Regular reviews and adjustments mean that your financial plan continues to meet your evolving needs, providing you with a more confident approach to handling uncertainty in retirement.
At Securenet Financial, our Legacy Planning service is designed to honor your personal wishes while efficiently managing the transfer of your assets. We aim to reduce unnecessary tax burdens and make certain your values are reflected in the estate planning process. Whether you want to support charitable causes, protect family wealth, or provide guidance for future generations, we collaborate with you and legal affiliates to tailor a legacy plan that aligns with your vision.
Additionally, we regularly review and update your legacy plan, making adjustments as needed to keep it aligned with your evolving goals and life circumstances.
Securenet Financial, LLC. is a FL licensed Insurance Agency firm that utilizes insurance and annuity products for financial planning. No investment advisory services are offered by Securenet Financial, LLC. This website is for educational purposes only and does not represent investment, legal, regulatory, or tax advice. Recipient of this information must seek appropriate professional advice regarding any of the matters presented in light of the recipient’s particular situation. CONFIDENTIALITY NOTICE: The text and content of this website is owned by Securenet Financial, LLC. and the use by any person or entity is prohibited. Securenet Financial LLC. prohibits the use, copying, or further disseminating of this information without the expressed, written consent of Securenet Financial, LLC.
Investment Advisory Services are offered through Alphastar Capital Management LLC, a SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Securenet Wealth, LLC. and Alphastar are separate and independent entities. Insurance products are offered through Securenet Financial, LLC. a Florida insurance brokerage agency. Investment advice is offered through Securenet Wealth, LLC. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Securenet Financial, LLC.. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company. Alphastar is not involved in the offer, recommendation or sale of commission-based fixed insurance products, does not manage them through its advisory business, and does not receive compensation in connection with these types of insurance products.
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