aSecureRetirement's Financial & Retirement planning process takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals and circumstances. It’s important to develop a unique plan that works for you and your financial situation, both now and in the future.

Evan Belaga CFP, CLU, ChFC will personally analyze your specific financial situation (income, expenses, liquidity needs, insurance protection and retirement goals) and create a plan that is appropriate for you and your specific circumstances. This evaluation is about providing a real understanding of where you are and want to go.

There is no better time than now to re-evaluate current plans and determine if your past decisions are still in alignment with your current goals.

Our goal is to:

• Help you size up your current situation, lifestyle choices and the sources of retirement income that are available to you

• Determine which investment strategies will help you make the most of your assets

• Prepare you for the unexpected, to help protect your assets with a review of life, disability and long-term care insurance solutions

• Explain retirement plan distribution rules in order to help avoid paying unnecessary taxes and penalties including Required Minimum Distribution (RMD)

• Choose a distribution method that will help your funds last as long as you do including social security

Insurance & Retirement Strategies:

• Insurance Solutions

• Retirement Solutions

Are You Also a Business Owner? 

Visit our business owner section here for services and strategies specific for your businesses needs. 

Watch this quick 1-minute video and learn about the holistic planning process that Evan Belaga CFP, CLU, ChFC, our expert financial & retirement planner provides.

Passing On Your IRA Money Tax Free

If you have accumulated a substantial sum in your tax deferred retirement account, and you want to leave that money to your family without losing up to 50% in taxes, watch this video to learn how you can convert any IRA, 401k or 403b account into a tax free bequest or inheritance.

Take the Highest Payout from Your Pension Plan

If you are married, approaching retirement, and have a pension plan with various payout options, watch this short video to learn how you can take the highest payout for the rest of your life without excluding your spouse.