Strong Market Presence Secure Estate Management has established a solid reputation with over 4500+ client retirements secured since 1996, demonstrating extensive experience and a strong foothold in the financial services sector targeting retirement planning.

Recognition and Credibility The company has been a six-time recipient of the 'Best of Small Business Award' and maintains an A+ Better Business Bureau rating for eight consecutive years, which can be leveraged to build trust with prospective clients and partners.

Growth Potential With annual revenues estimated between $10 million and $25 million and a relatively small employee base of 11 to 50, there are opportunities to expand sales efforts in niche retirement and estate planning markets.

Tech Adoption Utilizing advanced technology such as Microsoft Azure, PHP, and Google Tag Manager, the company is technologically equipped for modern, scalable client services, presenting opportunities for integrated digital solutions and enhanced client engagement.

Partnership Opportunities Strategic collaborations with experienced CPAs, estate-planning attorneys, and asset protection specialists open avenues for cross-selling services and expanding into comprehensive retirement planning packages.