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SECURE BENEFITS GROUP,
INC.

12020 - 113th Ave NE, Suite 205
Kirkland, WA 98034

Phone:

(425) 820-7300 or (800) 736-1909

Fax:

(425) 820-7311

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

"Excellence in Estate Planning"

SECURE Benefits Group logo with classical building

The information contained in these Web pages is designed to provide accurate and authoritive information in regard to the subject matter covered and does not create a business or professional services relationship. The information is provided with the understanding that this Web presentation is not a legal, financial or accounting service, nor legal, financial or accounting advice. Any reliance on this information is solely at the user`s own risk. The information contained on this site is believed to be accurate as of the date of publication for each item. Secure Benefits Group, Inc. assumes no liability for the use of specific planning strategies and techniques described therein. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

Shows how transfer-on-death designations help avoid probate costs.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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This calculator can help you estimate your annual federal income tax liability.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much do you need to save each year to meet your long-term financial goals?

Determine whether you should consider refinancing your mortgage.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck