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Our Firm

Secure Retirement Solutions


Celebrating 39 years servicing clients in the Western Ohio area!

Secure Retirement Solutions is a company that is dedicated to providing you with the most up-to-date information and well-executed plans in order to secure your financial future. We assist literally hundreds of clients with the coordination of their retirement plans in the fashion they desire. Secure Retirement Solutions is a Better Business Bureau A+ rated business.

Our firm specializes in retirement planning. Since 1979, we have been assisting area retirees and soon-to-be retirees in successfully growing and keeping their Nest Egg safe. We help protect your hard-earned money from Market downturns while still participating in the Market upswings. Our clients never have to worry about buying and selling, and they have never lost a dime. Safety and guarantees are what our firm is all about.

Whether you have questions about IRA and 401K roll-overs or tax-deferral, want to increase your spendable income or just are not sure what you need or where to start, Secure Retirement Solutions can help.

Call Us Today at 937-448-0888 to get started on planning your care-free retirement!

As Independent Insurance agents, we are dedicated to serving the best interests of our clients. Representing a multitude of the top-rated Insurance carriers, we provide our clients with a wide array of Medicare Supplements, Medicare Advantage plans, Prescription Drug plans, Long-Term Care Insurance and Life Insurance to best suit their needs and affordability. When you choose to work with a local Independent agent, you get the personalized attention that you deserve.

We help our clients avoid paying unnecessary taxes- such as income taxes, social security taxes and estate taxes. Increasing spendable income and avoiding a lengthy probate are important parts of our practice. Another critical aspect of our expertise is helping seniors avoid Medicaid spend-down of their assets when nursing home care is needed.