7700 Irvine Center Drive
Suite #800
Irvine, CA 92618

Secure Life Financial Group, Inc.

(949) 295-9970

 

Services

At Secure Life Financial Group Inc., we provide expert assistance in the following areas:

Services

Services

  • IRA's - Traditional, SEP, Simple and Educational - Initial Setup, Rollovers and Transfers
  • Roth IRA - Setup, Rollovers and Transfers, Conversions
  • Insurance - Life, Accident, Health and Long-Term Care
  • Annuities - Fixed and Indexed
  • Disability Income Protection
  • Individual & Group Health Insurance
  • Medicare Insurance & Supplemental Insurance
  • Retirement Planning
  • Business Strategy Planning
  • Deferred Compensation
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Financial Strategies

Financial Strategies

  • Retirement Planning & Strategies
  • 401k Planning/Rollovers/Transfers
  • 403b Planning/Rollovers/Transfers
  • 457 Planning/Rollovers/Transfers
  • Roth 401k Planning/Rollovers
  • Roth 403b Planning/Rollovers
  • Roth 457 Planning/Rollovers
  • 529 and College Planning
  • Healthcare Planning
  • Estate Planning
  • Legacy Planning
  • Profit Sharing Planning & Strategies
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Executive Compensation
  • Buy-Sell Strategies
  • Key Personnel Strategies




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Insurance

Insurance

  • Term Life Insurance
  • Indexed Universal Life
  • Universal Life Insurance
  • Whole Life Insurance
  • Fixed Annuities
  • Indexed Annuities
  • Long-Term Care Solutions
  • Disability Income Insurance
  • Individual Health Ins.
  • ACA & Covered CA Health Insurance Options
  • Group Health Insurance
  • Medicare - Medicare Supplements/Medicare Advantage
  • Final Expense Insurance
  • Ancillary Benefit Insurance
  • Health Savings Accounts
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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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