Questions? Call Us Today! Tel: (561) 340-2667 | 7280 W Palmetto Park Road #201N Boca Raton, FL 33433

What Do Baby Boomers and Retirees Fear the Most?

Let Richard Ehrlich & the Secure Wealth Planning Group:

  • PRESERVE: Create a sustainable stream of guaranteed income you can't outlive
  • PROTECT: From sudden, unexpected violent downturns in the market
  • DEFEND: From Heavy, Immediate, Unnecessary Taxes

Richard Ehrlich & The Secure Wealth Planning Group

  • Providing advice in your best financial interest
  • Focused on helping you grow your wealth
  • Representing your best financial interests and focused on
    helping you grow your bottom line.

Here are some of the services
that we provide that can protect your wealth:

  • Custodial Reviews
  • Beneficiary Reviews
  • Policy Audit Reviews
  • CD Alternatives
  • Annuity Inspection
  • Trust Reviews (this is within the context of MGIRA planning)
  • Is Your IRA an IOU to the IRS?
  • Tax-Free Retirement Planning
  • Solutions to the LTC Crisis in America
  • Retirement Plan Rollovers
  • RMD Calculations

"55% of Baby Boomers Fear Outliving Their Money"

- Source: Transamerica Center for Retirement Studies

Get Asset Lock­™

Easily monitor your investments to know when market conditions are changing.

Learn About Asset Lock®: Smart, disciplined investing with AssetLock® — The way
to weather the turbulence of the financial market
and ensure a brighter future.

Unlock Exclusive Content

Learn About Asset Lock®: Smart, disciplined investing with AssetLock® — The way
to weather the turbulence of the financial market
and ensure a brighter future.