welcome to sure life financial
Providing Expertise in Helping You Navigate Through the Uncharted Waters of Retirement
Sure Life Financial is dedicated to helping their clients secure and grow their assets, while providing financial clarity to their clients. With a multitude of resources and expertise, along with an unwavering zeal for hard work and integrity, Sure Life Financial is unlike many other firms.
Get started with our process
Our Simple and Effective Process
Take the first step to more confidence in your retirement. We utilize a simple yet effective approach to retirement planning to provide resources that each and every client can leave with exactly what they were looking for. Read an overview of our process below.
initial meeting
Initially, we will meet to hear your story and truly understand you and your goals and hopes for the future, so that we can help begin to formulate a plan to achieve your goals.
plan it out
Next, we will come up with a plan together that incorporates our services and your needs.
implement
Once we have agreed on a plan of action, we can finalize all the details and get the plan in motion.
Our consultation is always complimentary, and our goal is always to be on your team and help you succeed, not to sell you anything you don’t need. When you make an appointment we strive to exceed your expectations, in fact, we believe you'll be happy you did! So, what do you have to lose? Schedule an appointment for your complimentary financial checkup today!
meet patrick yono of sure life financial
Our goal is to diligently work with you so that no one is in a position of need or financial stress at the end of their lives and their plan is to help all clients avoid that situation.
See how we help our clients
explore our financial products & services
We use a transparent approach to retirement planning. After taking the time to fully understand your current financial situation and what your goals for retirement are, we will look at your options and decide what the best course of action would be together.
risk and tax planning
risk and tax planning
Risk Management
Tax Planning
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Tax Planning
social security
social security
Social Security Optimization
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check out our events calendar
We offer workshops with need-to-know information about retirement that are open to the public. Sign up today to learn more about a financial topic and meet Patrick from Sure Life Financial.
get your complimentary consultation
We value your time and the wealth you have worked to accumulate throughout your life. At our first meeting we will discuss your wants and possible ways that we can help protect your existing money while growing it for the future! We can’t wait to meet you and learn about your unique story.
(248) 266-5757
explore your options with us
Our goal is to provide you with critical knowledge and the tools needed for your retirement journey.
