7700 Irvine Center Drive
Suite #800
Irvine, CA 92618

Secure Life Financial Group, Inc.

(949) 295-9970

 
RE: Retirement The Power of Tax-Deferred Growth The Cost of Procrastination The Power of Compound Interest A Bucket Plan to Go with Your Bucket List

Why Secure Life Financial Group, Inc.

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, looking to protect you and your family, preserve your assets, create lifetime income and/or have affordable medical coverage, our personalized service focuses your needs, objectives and long-term goals.

Our team of professionals have years of experience in financial and medical insurance services. We can help you address your circumstance today and for many years to come in the future. We look forward to working with you.

Our Values and Integrity

Our Values and Integrity

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.  We believe that if we put ourselves in your shoes and treat you like how we would like to be treated, you will receive the best service possible.  It is our "Golden Rule".

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Personalized Strategies

Personalized Strategies

We recognize that everyone has different issues and requirements, so we create strategies that are tailored to your needs and goals.

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Creative Process and Solutions

Creative Process and Solutions

We encourage our advisors to seek answers that best serve our clients needs. Understanding the myriad of issues facing our clients allows us to analyze and propose solutions that help identify and address the unique challenges our clients require.

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Sound Financial Strategies For Today's Markets

We can help take the mystery out of preparing for today and tomorrow.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Whether you are investing to build wealth, looking to protect you and your family, preserve your assets, create lifetime income and/or have affordable medical coverage, our personalized service focuses your needs, objectives and long-term goals.


Helpful Content

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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