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What Is Your

Financial Freedom?

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.

 
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About Us

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.

Our Services

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:

Unbiased, Objective,

Financial Solutions

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.

Comprehensive

Approach

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.

Collaboration with

Other Professionals

We are a team player and can help coordinate your financial matters with other professionals including attorneys and accountants.

Federal Employee

Benefits

We want to ensure you are informed when you make life-changing financial decisions…

Retirement

Strategies

It is never too early to start planning for your retirement...

Social Security

Benefits

For most people, exploring retirement income options starts with your Social Security benefits...

Legacy Planning

Concepts

What you leave behind can be altered greatly by what you do when you are here...

Contact us today for a no-obligation financial review!

We are dedicated to providing financial guidance and wealth strategies that are designed specifically for you. Simply put, we strive to be our client's trusted financial advocate.

E7747 Cut Off Rd · New London, WI 54961
Phone: 810.434.4222 · Email: info@simplysecurefinancial.com

Simply Secure Financial and June Kirby are not affiliated with or endorsed by the U.S. Government, any governmental agency,
or any federal benefits programs discussed herein. Your personal specialist at Simply Secure Financial may offer insurance
services, and as such, is a licensed insurance professional with training and experience in federal employee benefits.

© 2020 SIMPLY SECURE FINANCIAL. ALL RIGHTS RESERVED.