About Us |
Angie Samuels | President
Angie Samuels is a member of the National Ethics Association, is genuine and makes her business personal as each client has a story, and understanding what's most important to you is the start of all conversations. She focuses on turning assets into income while keeping your money safe and accessible.
Angie has worked through the years with clients to create a Safe Money Plan that maximizes retirement savings giving you a choice of growing your investments or guaranteed lifetime income for you and your spouse. She includes plans for tax efficiency to hedge your retirement savings against inflation and shares how to avoid high broker fees. It was in 1992 that Angie first began her insurance career in Southern California and later joined American Republic Insurance and it was there that she gained her passion for working with those looking to retire. Angie is the Founder and President of Secure Senior Assets which was founded in 2012. She has built hundreds of client relationships one cup of coffee at a time and hosted years of financial seminars to help educate retirees on how to secure their wealth and protect their most valuable assets. Angie has compassion for and specializes in helping a wide range of investors. Her heart is tender toward those who may have had a retirement plan and things changed, such as, divorce, losing a spouse or loved one. These kinds of difficult changes have a direct impact on their retirement or the ones they love and the skill to be agile in creating the perfect plan for you is her specialty. She works with a team of analysts and trusted professionals to best reallocate assets into income that works best for you. For years Angie has been successful at creating a legacy for her retirees that allow them to live their golden years knowing the ones they love will be taken care of in the future. Planning for the ones we love, helps us enjoy the time we share together now with more encouragement. She believes preparing your legacy early can give you peace of mind that allows you to live out your dreams and enjoy your best life now. When Angie is not building relationships with her clients, she is enjoying her life in South Scottsdale with her son Elijah and her two Yorkies, Chancho and Pickles. They are both active at their local church, The Trinity Church of South Scottsdale. She leads a women's bible study on Wednesday nights and loves volunteering at her church in areas of hospitality as a greeter. This year Angie had also been elected and is serving on the board of Directors for her residential South Scottsdale Condo Association. After years of building her business and hosting the Safe Money Radio show, Angie is now learning to play golf again. She is enjoying a beautiful life here in Arizona with her wonderful friends and neighbors. In the words of Angie, “To love your life and live close to those you love will make a world of difference that you can see on your face, it's priceless. ”By adding lifetime income, you may sleep like a baby! Make time to come see Angie at her local office in Scottsdale, Arizona or plan a visit online and join Angie's live show on KFNX 1100 a.m. on Saturdays at 10:00 am in Arizona and now you can watch her show on Facebook LIVE at @secureseniorassets. |
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. |
Testimonials
Listen to these testimonials of real clients that Angie
has worked with and see how she changed their life!
has worked with and see how she changed their life!
We Love To Meet New People!