What Is Your
We strive to serve our clients during the financial discovery process through deep and meaningful relationships that last for generations.
Financial professional specializing in federal retirement benefits serving clients throughout the country, including the states of Michigan, Wisconsin, Colorado, Hawaii.
WELCOME TO SIMPLY SECURE FINANCIAL
The mission of Simply Secure Financial is to help individuals and families plan for a secure and comfortable financial life. We seek to help clients set goals, plan for and fund those goals, and adjust to life’s transitions. This is accomplished by strategic planning, timely implementation, and a deep level of understanding of the various retirement benefits people are eligible to receive. We tailor our services to each client and seek to build long-term relationships. Founder June Kirby has been guiding clients on ways to grow and protect their retirement savings since 1994.
COMPLETE FINANCIAL STRATEGIES FOR SUCCESS
Why Simply Secure Financial?
EXPERIENCED, INDEPENDENT, OBJECTED FINANCIAL GUIDANCE
What sets Simply Secure Financial apart is our objectivity as an independent financial professional, our experience, and our commitment to put the interest of our clients first. We offer the following services:
As a truly independent professional, we will always recommend products that we believe are the best for you and your family. Our financial guidance is objective and impartial.
Efficient Use of
Time and Money
With over 20 years of experience, we help clients avoid costly mistakes, which saves them time and money. We’ve helped well over 1,000 federal and postal employees take advantage of their TSP and can show you ways to maximize your benefits, too.
We KNOW federal and postal benefits and can offer guidance on any number of topics. Whether you have questions on your health benefits, FEGLI or your TSP, we can provide ongoing services covering the topics that matter most to you.
We are a team player and can help coordinate your financial matters with other professionals including attorneys and accountants.