Secure Financial Management

Happy Labor Day! As we celebrate the hard work and dedication of workers across the nation, let's also take a moment to reflect on our financial goals and future aspirations. Whether you're just starting your career, in the midst of your working years, or planning for retirement, today is a great reminder of the importance of planning and preparing for a confident financial future.

🎊After many requests, our retirement planning workshop for USAA retirees/pre-retirees is back. Registration is now open! 😎🤓

Home | Secure Financial Management | San Antonio, Texas Secure Financial Management is an independent financial services firm servicing San Antonio. We’re ready to bring a professional, straightforward approach to your retirement plan.

Here's a helpful retirement strategy: Phased retirement! Instead of diving straight into full retirement, consider gradually reducing work hours. It's a smart way to maintain financial stability and enjoy more leisure time while keeping a steady flow of income. Curious about making this transition? Let's discuss your personalized retirement plan today!

We're here to answer all your retirement questions!

Today in History: Grauman's Chinese Theater in Los Angeles hosts the premiere screening of The Wizard of Oz on Aug. 15, 1939. Are you ready to follow your own personal yellow brick road to retirement? There may be no place like home, but making sure your retirement plan is aligned with your goals will prepare you for whatever adventure you want to set out on in your golden years.

🎊After many requests, our retirement planning workshop for USAA retirees/pre-retirees is back! 😎🤓
Look for your formal invitation soon.

Books are not just a source of entertainment; they're a gateway to wisdom and financial empowerment. This National Book Lovers Day, let's turn the page to a brighter financial future! 🌟📘

Here's a retirement tip for you!

Here's your retirement word of the day!

It's the opening day of the 2024 Summer Olympics! As athletes around the world aim for victory, let's harness their spirit of determination and aim for financial confidence. Whether it's planning for retirement or reaching your investment goals, we're here to help you go for the gold! 🏅

In the summertime, make the most of extended daylight and pleasant temperatures to discover budget-friendly retirement pastimes such as gardening or hiking. Not only will these pursuits keep you physically and mentally stimulated, but they'll also contribute to reducing entertainment costs.

🎊🥂🎉 Congratulations to our friend and client, Robert Borrego, on his retirement from USAA after 25 years with the company! 🍾🙌🏻🎉

Here's another retirement tip for you!

🧐🤨 Our 2024 mid-year Economic Update tonight provided an excellent opportunity to bring our extensive resources to bear and share our knowledge of what we are looking at for the rest of the year.

🚗💨 When you just can't wait to leave the 9 to 5 grind behind and dive into retirement!

Ready to take the exit to your dream retirement? Let's map out your financial plan together! Contact us today for a complimentary consultation and get on the fast track to financial confidence.

Financial planner William Bengen first identified the 4% rate as a sweet spot for safe withdrawals in 1994.

Since then, the world — and retirement — has changed.

Is it time to rethink the 4% retirement withdrawal rule? Experts weigh in Many baby boomers face a challenge of how to maintain their lifestyle once they retire.

Wishing everyone a safe and joyous Independence Day!

Here's a retirement tip for you!

🥳🎉🍾 Congratulations to our friend and client, Diana Sonier, on her retirement from USAA after 34 years with the company! 🙌🏻🥂

Staying active during the summer months can do wonders for the mind and body in retirement! If you need inspiration, try taking a walk outside, keeping a garden, joining a group excersize class, or participating in community events.

🍾🥳🎉 Congratulations to our friend and client, Doreen Gardner, on her retirement from USAA after 34 years with the company! 👏 🎊

🎉🥳 Congratulations to our friend and client, Tammy Wolf, on her retirement from USAA after 27 years with the company! 🙌🏻🍾

Start finding the answers to some of the biggest and most important retirement questions with this important book. ‘Wall Streets Game’. We have a few copies we can give away.

https://www.amazon.com/Wall-Streets-Game-Protecting-Retirement/dp/1956220135

🎥 🍿 We had a great time with 300 of our closest friends and clients at our early release premiere of Bad Boys: Ride or Die! 🤩 🎦

We're here to answer all your retirement questions!