Our process is simple. From the comfort of your home, you will meet with us via teleconference and through a secure online meeting. You may also meet with us in person if you are located near our corporate office or would like to visit us. Once we have had our initial consultation, our team will work together to provide recommendations based on your specific goals. There is no cost or obligation for this initial process. If at any time there are fees associated with this process, those fees will be fully disclosed before you decide that you wish to move forward.
We serve retirees and those planning for retirement in the many states in which we are licensed throughout the country. We are an independent advisor and agency, representing our clients’ interests, not the interests of a big bank, insurance company or brokerage firm. Since 1999 we have developed our business by reaching out and maintaining close, trusting relationships with each of our clients. To meet the income planning needs for today’s retirees, we believe that advisors must be fluent in the use of contractually guaranteed income solutions and risk-managed investment strategies if we are to help our clients to create secure income for life, with growth for the future. We are Secure Money Strategies and Secure Money Solutions, based in San Antonio, Texas, owned and managed by Allen Trimble.
Our firm partners with tax specialists, investment advisor firms and estate planning attorneys. We can work in conjunction with your current team or we may make recommendations for other service professionals to assist in our collaborative efforts.
Secure Money considers that your time is valuable and we strive to enhance our processes so that we are making the best use of your time and ours. That is the main reason we offer online meetings. Our clients are busy enjoying their retirement lifestyle and the online forum is often the best and most convenient way to meet their needs. It can be especially useful in the early stages of building a relationship with our prospective clients. We invite you to consider joining us.