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Secure Benefit Services, LLC

Company: Secure Benefit Services, LLC
Contact: Steve Duncan
Address: 550 South Watters Road, Suite 293
City: Allen
State: TX
Zip: 75013
Phone: 214-770-5400
Fax: 214-594-8171
Email: securebenefitservices@gmail.com
Website: www.securebenefitservices.net

About My Practice

We proudly host the Federal Impact Workshops in the DFW area. Please click on the link below to enroll in one of our upcoming sessions:  http://fedimpact.com/SBS

As a financial professional, Steve sees the lifelong impact of retirement planning — or lack of planning — every day. He has served the needs of his clients for over 20 years and feels blessed to have helped so many families plan for the days when they don't have to work.

Offering Advice Since

2000

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:  Life, Health, Annuities, and Long Term Care
Associations & Affiliations:  National Ethics Bureau, Rotary Club past president, BBB, National Notary Association

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Partner with a Money Manager for Securities

My Association with the Office or Firm

Owner/Partner

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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