Who we are.

Jamin ‘Jay’ Kirkwood has been involved in the investment and money management field going back to 1999 in Brisbane, Australia. His experience spans investment planning over two continents and partnering with Fortune 200 companies. He is a Certified Financial Planner™ and has been featured in the Wall Street Journal, Texas Monthly magazine and received the Five Star Professionals award in the field of Wealth Management. In 2011 he left USAA to establish Secure Financial Management. He wanted to create a company that was focused towards one-on-one, face to face relationships, free of the conflicts of interests which can exist when connected to a bank, insurance company, brokerage or investment group. A firm where we build personal relationships with those who entrust their future with us.

Who we help.

The vast majority of our clients are retired or planning to retire with in the next five years. They come from all walks of life, but many are or current or soon to be retirees of USAA, AT&T and various teaching systems. Due to our intimate knowledge of the options these employees have for retirement, we offer detailed retirement planning which takes into account; The various Pension options which can be selected, 401(k)/SIP and what role this plays in retirement, Bridge Benefit, Retirement Plus, Healthcare in retirement and recent changes around this, PCA dollars in retirement, Social Security integration with retirement benefits and more. We help simplify these issues and coordinate these benefits into a plan that works for you.