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Your Secure Retirement, Inc.

Your Secure Retirement, Inc.

925-225-8900
carol@yoursecureretirement.net

She offers planning techniques and individualized financial plans that may reduce risk, save tax dollars, protect assets from Long Term Care costs and avoid probate. Her goal is to position your assets correctly, so that your income can last as long as you do. Carol has been involved in various aspects of the Financial Services industry since 1988. 

Her varied background includes:

  • Experience in banking 
  • The mortgage industry
  • Property management
  • Insurance and securities

Her experiance in all these areas combined with her ability to empathize with her clients enables her to help her clients successfully meet immediate and long term needs. Additionally, she is a proud to be an Accredited Business with the Mid-Cal Better Business Bureau, a member of the National Ethics Bureau and a member of the prestigious Million Dollar Round Table.