| 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
