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"I worked for USAA for 20 years.  When I retired, I had no clue of what I should do with my retirement and my 401K.  Then I was invited to a Secure Financial workshop through a friend.  We were so impressed with the knowledge presented by Jay Kirkwood and his team.  The information was presented in a way that was easy to understand. Jami had previously worked at USAA, so he is an expert on how USAA works and what is needed to transition to their services.  He also had clients at the workshop that retired from USAA to answer questions.  This made us feel very secure.  Jay and his team continue to help our money grow and to know our needs on a personal basis.  They always, always respond to our needs immediately.  Joining Secure Financial Management was the best thing we did when I retired from USAA. They are our friends as well as our Financial Advisor."

 

-Elizabeth. P