Meet Our Team | Experienced Financial Advisors at Secure Estate Solutions

For over two decades, we have proudly served the Arizona community, establishing a strong reputation for providing education and personalized financial services. Through platforms like Zoom and YouTube, we have expanded our reach, sharing our expertise and commitment with U.S. citizens around the globe.

Our tailored financial solutions are designed to meet a diverse array of needs, no matter where you are. At the heart of our practice is a fiduciary guarantee grounded in core values of integrity, trust, and respect. We strive to create a welcoming environment where every client feels valued and supported, fostering a sense of family within our community.

Pre-Retirees (Within 10 Years of Retirement)

For those approaching this significant life transition, we offer comprehensive strategies to optimize your savings, adjust your investment portfolio, and create a sustainable income plan for your golden years.
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Retirees

We help you navigate the complexities of retirement, from managing withdrawals and minimizing tax burdens to ensuring your nest egg lasts throughout your retirement years
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Independent Investors (Do It Yourselfers)

For self-directed investors seeking professional insights, we provide expert consultation and tools to enhance your financial decision-making, empowering you to take control of your financial future with confidence.
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High Net Worth Individuals

For those with significant assets, we provide sophisticated wealth management strategies, estate planning, and risk management. Our goal is to preserve and grow your wealth, ensuring it lasts for generations to come.
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Our Process

Our fiduciary process is designed to fully understand your unique situation, craft a customized financial plan, and recommend investment strategies that align with your goals. Our process begins with education and ensures that every decision we make is informed, transparent, implemented and centered around you. Let us help you build a secure and prosperous financial future tailored to your unique needs.

1. Educate

If you’re reading this, you’ve probably joined us for an in-person session, a Zoom class, or watched one of our lessons on YouTube. With the knowledge gained from these free resources, you are already one step ahead in the path to a secure financial plan.

2. Discovery

When we first meet, we will start by understanding your current situation, future aspirations, and any concerns. With these insights from our first meeting, we create a comprehensive plan that addresses your financial health, identifies risks, and offers solutions. Our focus is on crafting a clear path to achieve your goals.

3. Analyze

Once we understand your current situation, future needs and goals, we organize the information into a written plan. This plan analyzes your overall financial situation, identifying any risks or problems, solving them and the focusing on the most efficient and reliable way to achieve your goals.

4. Review Findings

We present the plan, walking you through each recommendation. This is a collaborative discussion where your feedback helps us refine and perfect the strategy.

5. Reflect

We encourage you to take a week to reflect on the plan. Your feedback is crucial, and we want to ensure you’re fully confident in the path we’ve laid out together.

6. Discuss & Finalize

Once you’ve had time to reflect, we come together to make any necessary adjustments. We address your final questions, ensuring you feel empowered by the plan. The strategy is now personalized and ready for implementation, securing your financial future.

7. Implement

The moment has arrived to put your plan into action. Whether we guide you step-by-step or empower you to manage independently, the focus is on turning strategy into reality, helping you move forward with certainty.

8. Self or Full Management

You can choose the management style that best suits your needs. Whether you prefer full autonomy or ongoing support from our team, we ensure the plan works seamlessly for you. The flexibility is yours, and we’re here to support however you choose.

9. Review & Adjust

A great financial plan adapts as life evolves. Periodic reviews allow us to ensure your strategy stays aligned with your goals, making necessary adjustments along the way to keep you on track for success.

(800) 345-3155

8655 East Vía de Ventura

Suite F-127

Scottsdale, AZ 85258

141 S McCormick St, Suite 206H,

Prescott, AZ 86303

By Appointment only

Investment advisory services offered through Alphastar Capital Management, LLC ("Alphastar"), a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products, tax planning services and recommendations regarding precious metals are offered through SES Services and Andorra Capital. Alphastar Capital Management, SES Services and Andorra Capital are separate and independent entities. Alphastar is not involved in the offer, recommendation, sale or management of commission-based fixed insurance products or precious metal products. SES Services offers insurance products through individuals licensed to sell insurance. Information regarding guaranteed returns or income streams refer only to fixed insurance products offered by SES Services and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Alphastar also does not provide tax or legal advice.

The content is developed from sources believed to be providing accurate information. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any security, investment product or investment strategy to your individual situation. Please consult with SES Services, Andorra Capital and legal or tax professionals for specific information regarding your individual situation.

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About us

Who We Are

Who We Serve

Pre-Retirees (Within 10 Years of Retirement)

Retirees

Independent Investors (Do It Yourselfers)

High Net Worth Individuals