Enjoy retirement more. Worry less.

We serve to create guaranteed income strategies that give our clients the freedom to fully enjoy their retirement.

 

  • Maximize assets and guarantee your retirement paycheck

  • Know your options and own your future

  • Incorporate a tax plan that saves you money

  • Gain confidence by having a consistent and reliable income strategy

 

Do the nagging concerns you have about retirement leave you feeling anxious and unsure about your financial future?

  • What will I have to give up if inflation is high?

  • How can I plan to protect from market fluctuations?

  • What happens if I live a long life? Will I outlive my savings?

You have options. And, you have us.

We will partner with you to create a retirement income plan that focuses on what you need:

  • Objective counsel

  • Advice based on experience

  • Education on solutions that best meet your needs

  • Income strategies that will guarantee your paycheck

  • Tax planning to save you money

  • Coordination of your retirement plan with your estate plan

Contact Us

Secure Income Advisors is not your typical retirement advisory firm.

As estate planning attorneys, we are uniquely qualified to bring critical analysis and solutions to every situation to secure your retirement income:

35+

years experience in estate planning law and retirement planning

7,000+

financial statements reviewed and estate plans generated

$300m+

redirected away from taxes to families and charities

100+

Retirement income plans created

 

We are called to serve and are steadfast in our beliefs.

Our promise is simple, treat every client as we would like to be treated.

We believe when you take the time to listen, inform and guide individuals to the retirement they have worked hard for, everyone wins.

We take this approach because it is the right thing to do.

 
 
 

We strive to take care of our clients and leave a lasting impact on their lives.

 

  • You gave me wonderful advice on annuities. I am so glad I acted on what I learned. I am taking the allowed monthly minimum income withdrawal which is providing me with income for the rest of my life! You have provided me not only great service, but outstanding value with a truly solid annuity program!

    William S.

  • "Rodney Piercey has served our family exceptionally well since 2006"

    Martin F.

  • " I feel RELIEVED- so relieved that I don’t have to worry about losing my retirement nest egg. Last year the markets were way down, and I didn’t lose a penny in the annuity I purchased from Mr. Piercey."

    Jean M.

*The testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. The testimonials are voluntarily provided and are not paid, nor were they provided with free products, services or any benefits in exchange for said statements.

 

 Secure Income Advisors team approval rating:

99.7%

(based on reviews from 2,700 estate planning clients)

 Team members featured in:

When you take control and plan for retirement income, you free yourself from worry and gain CONFIDENCE.

  • Confidence that you have made the best financial decisions to protect against market downturns

  • Confidence that you have done all you can do to maximize your retirement paycheck

  • Confidence that you will be able to spend money and fully enjoy retirement

  • Confidence that you are not overpaying taxes

  • Confidence that your retirement plan and estate plan are aligned to provide for you and your loved ones

The Secure Income Plan

We make retirement income planning easy and stress free, in three simple steps

1

Analyze your unique situation and get clarity on goals

2

Discuss and inform you on solutions to best meet your needs

3

Implement strategies and Monitor them going forward to ensure you stay on track

How much can you safely spend in retirement?

In less than 5 minutes – find out how much you can safely spend in retirement.

Are you ready to retire, but don’t know if you will be able to afford your lifestyle? Stop wondering if you are ready for retirement and start taking steps to become confident in your plan. Calculate how much you can safely spend.

Where do you stand today?
$82,053

We estimate you can safely spend $82,053 per year (in today’s dollars). This is less than your current lifestlye spending of $105.000.