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About Our Firm
SECURE RETIREMENT ADVISORS AND SECURE RETIREMENT SOLUTIONS, INC. TEAM
Founder – David S. Wilkins, LUTCF, CRPC
Dave Wilkins is the founder and president of Secure Retirement Advisors, LLC. With more than 32 years of financial services and investment management experience, Dave has extensive industry knowledge as a Registered Investment Advisor. Having held FINRA Securities licenses that include the Series 6, 7, 24 and 63 over the past 32 years, Dave has experienced many economic, political, and financial cycles.
With the opening of the Casa Grande area office he has fulfilled a long held goal. That of offering in one location all of the professionals who can provide the services a retiree needs in the areas of managing their retirement assets, preparing wills and trusts, tax return preparation and providing them with home, auto, life, long term care, and Medicare insurance.
Dave has earned the LUTCF designation from The American College and has also earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning. He is licensed for insurance and investments*. Dave and his team approach every client from the perspective that no two clients are alike and each client deserves a recommendation of what is best for their particular situation. He is like a Doctor of Finance; he always customizes his recommendations for each client’s specific situation and refers clients to a specialist when necessary. Take advantage of the Secure Retirement team of professionals with the expertise and experience to help you navigate the perilous world of investing, and make sure your retirement assets and income are secure for the future.
Dave has two grown children, one granddaughter, and one grandson living in Arizona. He enjoys horseback riding, team roping, and deep sea fishing in his spare time.
*Investment Advisory Services provided by Secure Retirement Advisors, LLC registered with the Arizona Department of Securities
KEN COOK, FINANCIAL ADVISOR
Ken Cook was recently added to our team of financial advisors. He has an extensive background in insurance, education, and investments. He is licensed for life, annuities and health Insurance and is in the process of obtaining his Registered Investment Advisor License to better serve his clients.
SWANNEE WELSH, ACCOUNTANT, ADMINISTRATIVE ASSISTANT AND TAX PREPARER
Swannee is originally from the Southern California area where she graduated from Los Angeles Harbor College with a degree in Accounting and Data Processing. She is up-to-date with tax preparation skills and also serves as a notary. Swannee relocated to the Casa Grande/Coolidge area in 2006 where she lives with her dog Moomoo, after living in Europe for ten years and in upstate New York at Niagara Falls for ten years.
Our goal with this site is to allow readers to learn why our knowledge is unique so they can determine if we are the right firm to help them protect and grow their wealth.
We believe in the theory that you should only take as much risk as necessary to grow your wealth. For most, risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated or even avoided without sacrificing returns.
When it comes to protection assets from creditors, we are uniquely qualified to help provide a road map for clients so they don’t have to worry about having their valuable assets taken in a lawsuit.