Comprehensive Financial Services, Tax Strategies & Medicare Guidance
Located just south of Howard at 611 Packerland Drive in Green Bay, our advisors help local families build, protect, and enjoy their wealth through every stage of life.

Whether you are preparing to transition out of the workforce, managing a workplace 401(k) rollover, or evaluating your Medicare options as you approach 65, successful retirement planning requires a complete, 360-degree view of your financial picture.

At Secure Retirement Solutions, we bring all your financial needs under one roof. Because our main office sits right on Packerland Drive — just a straight 5 to 10-minute drive south down Packerland or Highway 29 from Howard — our advisors work closely with Howard families through in-person consultations, phone reviews, and virtual planning sessions.

By integrating investment advisory services, tax return preparation, Medicare supplement analysis, and estate planning into one streamlined plan, we make sure your hard-earned assets work together seamlessly.

When helping Howard-area families manage their portfolios, we believe no two investors are alike. To help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our client’s investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital. Whether it’s a blue chip, dividend stock portfolio or a risk-managed ETF portfolio, we can construct a portfolio to meet your needs.

Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. An investment in the Fund involves risk, including possible loss of principal.

Retirement income plans are not just for the wealthy. As you near retirement, the traditional strategy has been to move growth-seeking products to conservative fixed-income products. However, with modern retirements lasting 25 to 30 years or longer, you need a plan that ensures your nest egg outlasts your retirement. We specialize in building sustainable income streams that withstand market volatility.

Twenty-first century asset preservation calls for more than just basic asset allocation. Product allocation—buying instruments that can protect your portfolio from negative returns early in retirement—is a vital tool for safeguarding assets. Diversifying your retirement assets among a variety of vehicles offers you the best chance of meeting your income goals throughout your lifespan.

Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

When changing jobs or retiring from a local employer, you have four choices for your 401(k) or tax-deferred workplace plan. Rolling your funds into a properly structured IRA allows your money to continue growing tax-deferred while giving you complete control over your investment options. We help you determine if a rollover is the right move and find the best vehicles to conserve and grow your assets.

Healthcare is one of the largest expenses in retirement. We cut through the clutter and explain the basics of Medicare. As an independent firm representing reputable carriers, we walk you through Supplement (Medigap) and Advantage options to ensure you have optimal coverage without paying for unnecessary extras.

I understand that a licensed agent will reach out to me by phone or email to discuss Medicare Advantage Plans, Medicare Supplement Insurance Plans, or Medicare Part D Plans.

In an environment of changing tax policies, incorporating tax strategy into your portfolio is critical. While very few investments avoid taxes altogether, proper tax-deferred and tax-free structuring helps your money compound faster. In addition to proactive tax planning, our network provides full tax return preparation and filing for our clients.

Estate planning is simply determining where your assets go after you pass away. Without a properly structured plan—including Wills, Trusts, and probate protection—your loved ones could face unnecessary financial stress. We assist Howard families with IRA legacy planning to manage tax hits for beneficiaries and ensure a long-lasting inheritance for your heirs.