Let Our Certified Financial Advisors Help You Live Out Your Retirement Dreams

Schedule a Meeting With Jan Knight or Call (954) 937-9550

Planning for your future starts today.

By making the leap and reaching out to Secure Retirement Services, you will kickstart planning for your future.

We act as your guide throughout your financial planning journey.

We are not bound to particular products.

We’re focused on finding the
solution that is best for YOU.

We Know Trust
is Earned

Your wealth is the result of your hard work and dedication to what matters most.

Too often financial advice misses the person being advised. We seek to understand what money means to you and support your life well lived.

Who Is As Critical As What.

We treat you like part of our family so you can focus on what matters most.

Our advisors believe that you’re worth more than your wealth, and we’re committed to treating you as such. Secure Retirement Services take pride in helping lead families into their financial future.

Start By Knowing Where You Are

Knowing your Financial Profile can help you decide the next steps on your wealth journey.

Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.

What Can
You Expect?

We’ve built a custom financial planning experience that meets you where you are.

  • A Values-Driven Financial Strategy
  • Solutions for Turning Assets into Income
  • Confidence about Your Retirement Future
  • Clarity to Make Today’s Decisions

We’ll Plan for the Whole Journey, Together.

The Secure Retirement Services Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1: Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture

Step 2: Strategy

  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go

Step 3: Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection

Secure Retiremenrt Services is about Family

Helping people like you find your financial independence has been our passion for over 20 years.

Secure Retirement Services Location

The place to build your future is right down the road.

Fort Lauderdale

 6278 N Federal Hwy #442, Fort Lauderdale, FL 33308
 (954) 937-9550

 Fax: (954) 452-4594