Building lifelong relationships with our clients rooted in performance and trust at Secure Retirement Solutions LLC is our number one goal.

Our holistic approach to retirement planning helps us best serve your retirement planning needs when it comes to your investments, retirement income plans, tax planning, insurance needs, and estate planning.  Our approach provides you with investment advisors, retirement income strategists, a tax consultant, a tax preparer, social security and Medicare professionals and an estate attorney – all under one roof and all available to you to help meet your retirement goals.

Because of our experience and common-sense approach to retirement planning, you will find us appearing on TV stations such as FOX, NBC, ABC, CBS, also many articles authored by us appear in the Green Bay Press Gazette and Appleton Post Crescent as well as our half hour radio show each Sunday morning at 9:30 on WTAQ  1360 am or 97.5 fm.

Secure Retirement Solutions, LLC’s mission is to help you realize your ideal retirement. We provide you with information that will allow you to help preserve and grow your retirement assets until such time as you need them, and we assist you in planning for the use of those assets over your lifetime as well as their distribution to your heirs in the most tax advantageous manner possible.

National Retirement Planning Week!

National Retirement Planning Week is April 9th - 13th. Americans can use some help in this area! In a recent study, about 25% of workers said they’ll never retire. Financial professional Kevin Klug talked with WLUK about some important milestones on the road to retirement.

Age 30: Annual Salary Saved

Age 50: Catch-Up Contributions Available

Age 65 - 67: Full Retirement Age for Social Security

            Click here to find out your FRA

Age 70 1/2: Required Minimum Distributions Start


In The News

If you are planning on retirement or are currently retired, let our experience go to work for you and give us a call at 920-347-9888 or email us at