When you retire, What do you dream of?
We provide Insurance and Financial Services for your business and individual needs.
A thorough understanding of our customers’ needs has always been the commitment of Secure Financial Solutions Inc. Through intelligent and creative planning, without sacrificing quality, our products and plans meet the economical requirements of our clients. Let us educate you about your alternatives and assist you in implementing the appropriate solutions so you can make the right decisions and rest easy at night.
You may schedule a time to meet with Helen by contacting us here:
Call us today at (219) 791-0916 and request a meeting to be scheduled for you.
What are my obligations after my first virtual or face-to-face visit?
This is a no obligation meeting. You may be told that in Helen’s opinion she has no recommended changes for you to make, and if she suggests otherwise you still have no obligation to do anything.
What should I bring to the virtual or face-to-face meeting?
This is your decision. Most people bring a recent copy of any financial document that helps explain your current financial situation.
Any information relating to any specific concern you have.
A list of any questions you may have or topics you want to discuss.
What will happen in the virtual or face-to-face meeting?
Helen will analyze your current situation by talking with you and asking specific questions. It is a fact-finding mission to try to determine what we feel is right for you. We may or may not recommend changes or adjustments in your financial strategy.
As your insurance broker, it’s our job to find you the best policy at the best price. Through our deep knowledge of the industry and extensive carrier relationships, we’re able to deliver quality products that meet the specific needs of our clients. Whether you’re in the market for an individual health insurance policy, life insurance or a group benefits package for your employees, we have a solution for you. Please give us a call today and we’d be honored to assist you with your insurance needs.