Guarantee Retirement Income Seminar and Meal

Nelson Secretario of Planning Concepts Safe Money Advisors is holding a complimentary meal and educational presentation to assist in the learning of  how you can Guarantee Your Retirement Income and how successful investors keep more of what they make, rather than giving it back to market downturns, taxes and excess fees. Is Your Retirement Security Getting Derailed by:

Increasing Taxes (Including Double Taxation on Social Security)?
Market Volatility?
Low, Fixed Interest Rates?
High Fees & Commissions?
All of the Above?


ABOUT US:
Nelson Secretario – The IRA Professor is known throughout Hawaii as a retirement planning specialist, Nelson Secretario is a “Qualified Safe Money Millionaire Advisor”. Owner/ Advisor of Planning Concepts, Insurance and Financial Services and President of Senior Wealth Advisory, LLC, Nelson is one of the most sought after advisors with over 37 years of experience, establishing himself as an authority on working with consumers who are approaching the income phase of retirement, with a Chartered Financial Consultant (ChFC) and Chartered Life Insurance (CLU) professional designations, adept to pinpointing how each individual client or family can benefit from a personalized retirement strategy.

His education and experience in taxation, insurance and manage investments is disciplined with the philosophy, “Investment risk is optional, not running out of money is mandatory”. Planning for a secure retirement can be a nightmare, with today’s complexities of IRS regulations, misunderstood areas of IRA laws and hidden tax traps. Avoiding mistakes can save owners of IRA’s, 401(k)s, and other retirement plans a fortune in taxes, penalties, fees and loads. Nelson takes the time to carefully learn his clients’ financial needs and helps them navigate the world of investing for the future. Nelson educates clients on everything from the basics of financial management to developing retirement income strategies.

Nelson is a member in good standing with the National Ethics Bureau since 2008. He is the Kauai District Chair Aloha Council Boy Scouts of America, and is a Planned Gifts Committee member of The Episcopal Church in Hawaii. Nelson and wife Vikki of 39 years, enjoy travel, ballroom dancing, visiting family and a round of golf with friends.

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