top of page

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.

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How much can you afford to pay for a car?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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