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Educational Workshops
Trimble and Crosland conducts educational workshops on a regular basis. Held at various upscale restaurants and private clubs throughout the greater San Antonio area and the Texas Hill Country, these informational workshops provide insight about the many areas that may threaten or can enhance the retirement lifestyle and assets of Texans.
Call us for information about upcoming workshops at 210-491-2199.
Individual Consultation
Mr. Allen Trimble, President of Secure Money Strategies, Inc., a Texas Registered Investment Advisory Firm, meets with prospective clients individually. Initial consultations are often complimentary. We do financial planning and investment advising. We charge a negotiable fee of up to $300 per hour, depending on the complexity of your financial situation, for consultations. We will give you advice on your financial concerns including, but not limited to: beneficiary planning, IRAs, investments, taxes and tax planning, insurance, retirement income planning, estate planning, long term care issues and various other potential liabilities and opportunities.
We also provide asset management services. Fees are based on the dollar amount of assets under management and are tiered so that the fee reduces as the account size grows. We also select and monitor money managers who may also be Registered Investment Advisors. Through our relationships, clients may have access to world class money managers that are otherwise or were previously only available to institutional clients or very wealthy individuals. Should you engage a money manager as our referral, we will be paid a portion of the fees that are paid by you to the money manager or managers.
We give advice on - but don't necessarily recommend - all types of securites, savings and investment vehicles, ranging from CD's to government bonds to annuities through mutual funds to individual stocks, commodities, partnerships and hedge funds. On occasion, we may buy or sell securities or other savings and investment vehicles that we recommend to you. Additionally, we may act as an agent or broker and receive a sales commission, in which case you would be fully informed of that fact and how the commissions are paid. There is no conflict of interest as the various savings and investment vehicles that we might recommend are widely held and publically traded and we are too small an advisor/investor to affect the market. Further, we always place your interests ahead of our own interests.
Client Consultation
We review client accounts annually or more often as needed by individual clients.
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