How locking in your IRA at today's low tax rates can potentially reduce your lifetime tax bill by 6 to 7-figures.

How Retirees Are Using Options To Create Their Own "Private Pension" With Stock Market-Like Returns (up to 11%) And 100% Downside Protection

You’re Going To Learn:

You’re Going To Learn:

  • Why today's retirees were dubiously given the risk of retirement accounts (IRAs, 401ks) by corporate America.

  • Why retiring today feels so much more difficult and the number one mistake today's investors make when transitioning into retirement.

  • How modern retirees are using a Yale finance professor's recent innovation to participate in the stock market's upside while being protected from the downside.

  • How modern retirement accounts can create more tax than they save and how to potentially reduce your total taxes paid in retirement by six to seven-figures.

Get Access To The Free Training Video + Secure Financial Management Session Now!

Brought To You By:

Jay Kirkwood - Founder & CEO

Jay has been involved in the investment and money management field since 1999, starting out at a brokerage firm in Brisbane, Australia. He is a Certified Financial Planner™ professional and has been featured in the Wall Street Journal and Texas Monthly magazine. In 2011, he left USAA to establish Secure Financial Management. His goal was to create a company focused on one-on-one, face-to-face relationships free of the conflicts of interest that exist when a firm is connected to a bank, insurance company, brokerage, or investment group. Jay is also a private pilot and loves the freedom that comes with getting up in the air.

This site is not a part of the Meta™ website or Meta™ Inc. Additionally, This site is NOT endorsed by Meta™ in any way. Meta™ is a trademark of Meta™, Inc.

Copyright © 2025 | Secure Financial Management | All Rights Reserved | Privacy Policy