Secured Retirement Incorporated

Services Offered

• Retirement plan installation
• Annual retirement plan administration
• Due diligence support for investment custodians

About

Secured Retirement Incorporated is a financial consulting firm located in Brea, California, specializing in retirement plan solutions. The firm focuses on providing retirement plan sponsors with installation and annual administration services, operating on a fee schedule to ensure predictable costs for clients. As an Approved Third Party Administrator, they maintain relationships with various investment custodians and financial advisors to assist clients in their due diligence process. Secured Retirement Incorporated serves businesses looking for comprehensive retirement plan management and administrative support.

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