Tennessee Retirement Planning
Secure Family Benefits
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Secure Family Benefits is an independent firm, specializing in helping individuals and families transition into retirement with safety. Our approach focuses on tailored retirement planning strategies, insurance solutions and Medicare planning to provide our clients with guaranteed lifetime income, asset protection and peace of mind with their healthcare.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in February–April 2026
March 3, 2026 (1 event)
March 3, 2026Location:
Linebaugh Public Library
105 W Vine St
Murfreesboro, TN 37130
You will learn the following topics, in easy-to-understand terms:
This event is not sponsored or endorsed by the Linebaugh Public Library
- Wills & Trusts: The advantages and disadvantages of Wills and Living Trusts.
- Powers of Attorney: How they work and why some may not be valid if you are disabled or pass away.
- Probate Court: How it works and why you may want to avoid it for your family.
- Property Ownership: Why putting property in your children’s names may be a mistake.
- Special Needs: Common missteps by families raising children with challenges or disabilities.
- Asset Protection: Protect your home from being swallowed up by nursing home care.
- Inheritance Security: Protecting heirs from lawsuits, divorce, and spend-thrifts.
- Beneficiaries: Best practices for naming retirement and life insurance beneficiaries.
- Long-Term Care: How care costs affect your family and how you will pay for it.
- The SECURE Act: How this legislation affects your trust and retirement accounts.
Register Here
March 5, 2026 (1 event)
March 5, 2026Location:
Linebaugh Public Library
105 W Vine St
Murfreesboro, TN 37130
You will learn the following topics, in easy-to-understand terms:
This event is not sponsored or endorsed by the Linebaugh Public Library
- Wills & Trusts: The advantages and disadvantages of Wills and Living Trusts.
- Powers of Attorney: How they work and why some may not be valid if you are disabled or pass away.
- Probate Court: How it works and why you may want to avoid it for your family.
- Property Ownership: Why putting property in your children’s names may be a mistake.
- Special Needs: Common missteps by families raising children with challenges or disabilities.
- Asset Protection: Protect your home from being swallowed up by nursing home care.
- Inheritance Security: Protecting heirs from lawsuits, divorce, and spend-thrifts.
- Beneficiaries: Best practices for naming retirement and life insurance beneficiaries.
- Long-Term Care: How care costs affect your family and how you will pay for it.
- The SECURE Act: How this legislation affects your trust and retirement accounts.
Register Here
Our Downloads
Legacy and Estate Planning; Understanding the Basics
Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.
Our Blog
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
