About Us |
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Angie Samuels | President
Angie first began her insurance career in 1992 in Southern California and later joined American Republic Insurance. It was there she gained her passion for working with senior citizens by listening to their concerns and sharing secure ways on how to maximize and protect their most valuable assets.
In 2013, she founded Secure Senior Assets Inc. an independent agency; committed in the senior market, assisting individuals with their unique financial goals and designing retirement and other wealth transfer strategies. She has taken great comfort in her ability to help her clients find solid financial solutions to common retirement problems. Through her conservative approach, she has helped many seniors safeguard their investments and experience financial freedom. Believing strongly in the principle “do unto others as you would have them do unto you”, she attributes most of her success in making decisions that are in the best interest of her clients. Her goals are to help retirees with preservation of assets, financial liquidity, tax-efficient strategies creating a legacy, preparing for the unexpected costs associated with nursing home care, and to help ensure her clients do not outlive their retirement income. Angie has always been active in her church. She has been a long time supporter of Team Focus, a Christian organization for boys without fathers. Her son was a part of this mentoring program for 10 years and traveled to different areas of the country each summer and then to Israel in 2018. They love to travel as a family whether to the beach or their favorite place in Italy. Family is most important to her and quality time together has strengthened the family bond. Angie has now relocated to Scottsdale Arizona to be close to her son Elijah who was accepted to an Arizona University. Angie will continue to serve her clients in the Carolinas as she grows her relationships to expand her retirement services locally. She is so excited and loves the desert and the people of Arizona. She looks forward to becoming a part of the Scottsdale, Phoenix community. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Listen LIVE Every Week!
KFNX 1100 AM
Saturday 10:00 am- 11:00 am
Saturday 10:00 am- 11:00 am
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When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Angie's safe money strategies and how she’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
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We Love To Meet New People!
Contact Us
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MAIN OFFICE
6991 Camelback Rd. D-300 Ste. 300 Scottsdale, AZ 85251 |
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EMAIL
angiesamuels@secureseniorassets.com |
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CALL US
Office: (480) 877-9979 Cell: (704) 778-0979 Toll-Free: (855) 955-7384 |
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