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Greer, SC – January 28, 2026 – Secure Financial Solutions is introducing a holistic financialplanning approach designed to help retirees and pre-retirees manage retirement income, risk exposure, healthcare costs, and long-term financial goals within a single coordinated framework.

As part of its planning approach, Secure Financial Solutions evaluates the full scope of a client’s financial life and how asset allocation should evolve as clients transition from wealth building to relying on it for income. Portfolio structure is reviewed in the context of income needs, time horizon, and tolerance for market fluctuation, with the aim of supporting income stability and long-term asset preservation.

Healthcare-related expenses are also addressed within the broader retirement income discussion. Secure Financial Solutions reviews Medicare choices alongside income and investment considerations, including prescription coverage, provider access, and anticipated out-of-pocket costs. In addition, the firm evaluates traditional and asset-based long-term care options as tools that may help support income planning and safeguard assets later in retirement. This comprehensive review is intended to help clients better anticipate healthcare expenses and account for them within their overall retirement planning decisions.

“Retirement planning is most effective when all of the moving pieces are considered together,” said Kim Fisher, Owner and President of Secure Financial Solutions. “Healthcare expenses, income needs, and risk exposure don’t exist in isolation. Our goal is to help clients understand how each decision affects the rest of their plan so they can move forward with clarity.”

Fisher brings more than 40 years of experience in the financial services industry and has worked with more than 1,400 Medicare clients, shaping the education-driven planning approach used at Secure Financial Solutions. A Series 65-licensed advisor since 2008 and an Investment Adviser Representative with Gradient Advisors, Fisher leads the firm with a focus on individualized retirement planning that reflects each client’s financial circumstances, goals, and risk considerations while providing access to professional investment management resources.

Building on this foundation, Secure Financial Solutions has expanded its team to support continued growth and maintain a high level of personalized service. The firm has added two licensed junior associates: Casie Barnwell, who supports client service operations and insurance planning initiatives; and Patrick Metcalf, who is developing his expertise in Medicare and retirement planning under the mentorship of Fisher. In his role, Metcalf works closely with senior advisors to help individuals better understand Medicare options and how they fit within broader healthcare and long-term financial considerations.

Together, the team works to deliver a coordinated planning experience that aligns retirement income strategy, risk management, healthcare considerations, and long-term asset protection. By integrating these elements into a single framework, Secure Financial Solutions aims to help clients move through retirement with greater visibility into how financial decisions interconnect over time.

To schedule a consultation, please visit https://securefinancialsolutionsinc.com/.

About Secure Financial Solutions Inc.

Secure Financial Solutions, Inc. is a financial planning and asset management firm serving the Upstate South Carolina. The firm provides personalized planning and investment management services designed to address income strategy, risk management, and long-term financial goals for individuals, families, and businesses. Secure Financial Solutions operates as a fiduciary, prioritizing clients’ interests through a transparent, planning-focused approach.

Social Media Handles: Secure Financial Solutions, Inc | Greer SC

Media Contact
Company Name: Secure Financial Solutions Inc
Contact Person: Rhonda Kim Fisher
Email: Send Email
Phone: (864) 801-0902
Country: United States
Website: https://securefinancialsolutionsinc.com/