Planning for retirement and beyond can be a draining and daunting process. With so many questions about your future and how best to save, expert knowledge is certainly required to achieve the best outcome for you and your loved ones. Carey Secure Money Management and Financial Services offers such services and much more. Recently, Midlothian Lifestyle had the pleasure of learning more about Carey Secure Money Management from thankful clients Carl and Linda Wells, Marshall F. Smith, and Ray and Donna Daniels. “Everyone on the Carey Secure Money Management team is a fantastic, caring person,” says Ray and Donna. “They value you and treat you like a family member.” Read on to discover what else these grateful clients had to say.
HOW LONG HAVE YOU BEEN A CAREY SECURE MONEY MANAGEMENT AND FINANCIAL SERVICES CLIENT?
CARL AND LINDA: 2 ½ years
MARSHALL: 17 years
RAY AND DONNA: 11 years
WHAT FINANCIAL SERVICES DID CAREY SECURE MONEY MANAGEMENT PROVIDE YOU WITH?
CARL AND LINDA: Carey Secure Money Management found investments that would give us the best return for our money.
MARSHALL: They provided a fixed annuity and life insurance policy for my family.
RAY AND DONNA: Carey Secure Money Management provided rollovers from our employer 401K account to annuities.
IN A MARKET FLOODED WITH FINANCIAL FIRMS, WHAT SETS CAREY SECURE MONEY MANAGEMENT APART?
CARL AND LINDA: We appreciated the quick response to our contact without pressure.
MARSHALL: I had recommendations from family members and other clients and did a lot of research on my own.
RAY AND DONNA: We chose them because Bob Carey is knowledgeable and genuinely cares about his clients. He works to meet their needs, takes time to explain the investments, and answers all questions.
PLEASE DESCRIBE THE PROCESS OF WORKING WITH CAREY SECURE MONEY MANAGEMENT.
CARL AND LINDA: Upon contacting Carey Secure Money Management, Bob Carey found us secure investments with good returns. He explained all the terms dealing with our assets thoroughly and without pressure to accept. We have always left Bob’s office completely pleased and satisfied.
MARSHALL: First, we had an initial consultation with Carey Secure Money Management. We discussed our financial goals, our current financial state, and the concerns we had. Then, they developed a plan based on our objectives and financial situation.
RAY AND DONNA: Carey Secure Money Management looked at our assets and discussed our retirement goals. Next, they discussed options for investing in our future to meet those goals. Our process with them is ongoing because they check in with us yearly.
A COMPANY'S SUCCESS IS OFTEN MEASURED BY THE DEDICATION OF ITS TEAM. CAREY SECURE MONEY MANAGEMENT IS NO EXCEPTION. WHAT WAS YOUR EXPERIENCE WORKING WITH THEM?
CARL AND LINDA: We worked with Bob Carey. We value his advice and investment expertise. We also worked with Kelly Reid, a professional and thorough in obtaining personal information to finalize the investment. They are both great to work with!
MARSHALL: I worked with Bob Carey. He always keeps me informed about my financial plan, and he is not just interested in my finances but shows an interest in how my family and I are doing.
RAY AND DONNA: Bob Carey has been with us from the beginning and remains committed to providing incredible, caring, knowledgeable service. He is always available when we need him. Kelly Reid is wonderful, has quickly learned the business, and is passionate about learning more. She is very thorough, has excellent technical skills, and works hard to get answers to our questions.
IN THE END, THE TRUE MEASURE OF ANY FINANCIAL SERVICE IS THE PEACE OF MIND IT PROVIDES. WHAT ACHIEVEMENTS HAVE YOU MADE WITH CAREY SECURE MONEY MANAGEMENT?
CARL AND LINDA: We achieved peace of mind with our investments and are grateful we can always contact them if we have any questions.
MARSHALL: I have maintained a steady income through Carey Secure Money Management to continue enjoying my retirement years.
RAY AND DONNA: It has been a blessing to rely on the monthly payout of our annuities and know that the amount we receive is dependable and is there for our lifetimes.
WHAT WOULD YOU TELL A FRIEND ABOUT THE SERVICES YOU RECEIVED AT CAREY SECURE?
CARL AND LINDA: When you need expert financial advice, contact Carey Secure Money Management, and you will surely be as pleased as we are.
MARSHALL: If you are looking for financial advice, call them. You won’t be disappointed.
RAY AND DONNA: We trust Bob and his staff. Meet with him and decide if his offer completes your needs. There is never any pressure at all.
In a world where financial decisions carry significant weight, Carey Secure Money Management stands out as a beacon of trust, providing personalized financial solutions that bring peace of mind to their clients. To schedule a consultation, please call (804) 464-4141 or learn more by visiting: careysecuremoney.com