“Serving Coloradoans since 1983”
Bill Fuhrman of Secure Financial LLC, a financial services firm based in Colorado has been proudly serving Colorado communities since 1983.
Bill’s real passion is developing strategies for clients to help them achieve their financial goals and most importantly, establish total financial peace of mind. Thus, has had the honor of working successfully with clients for many years with a particular focus on preservation of wealth strategies. Mr. Fuhrman is committed to achieving the following objectives for clients: maximum yields with minimum risk, safety of assets, and protection of life savings from catastrophic illness and nursing home expenses and reduction of taxes.
Bill is dedicated to establishing long term relationships with all of his clients based on trust, credibility and confidence. Bill honors all calls for a No Fee discussion of estate and retirement planning needs and objectives. Bill accepts calls at their Colorado Springs office or at any of their Denver offices.
Bill stresses the importance of people in their profession, having a thorough knowledge about changing tax laws, investment strategies, and the basics and perils of probate courts, Wills, asset preservation for their heirs through Trusts and more. Bill believes in the team concept of working with dedicated professionals. Attorneys, Accountants and other professionals are invaluable in managing client’s affairs.
In summary, this burgeoning segment of the financial services industry requires a broad-based, balanced approach to estate planning and management.