Retiring from USAA? Get the Guide Trusted by Hundreds of Your Peers
Avoid costly mistakes. Learn about Social Security timing, 401(k) rollovers, and Bridge Benefits.
"Secure Financial Management makes the transition from working to retirement very easy."
- Mike V.
"Secure Financial Management, I call them family."
- Joel D.
"When I chose SFM, it was because I knew it was a group with high integrity."
- Kay J.
Download Your Free USAA Retirement Guide
Key Takeaways
Updated for 2025 retirement timelines
Understand your Bridge Benefit & Medicare options
Includes pension and savings rollover strategies
See below how we've helped USAA clients navigate retirement with confidence
Download Your Free USAA Retirement Guide
Key Takeaways
Updated for 2025 retirement timelines
Understand your Bridge Benefit & Medicare options
Includes pension and savings rollover strategies
See below how we've helped USAA clients navigate retirement with confidence
Contact Us
Address
4630 De Zavala Road
San Antonio, TX 78249
Phone: (210) 428-6250
Email Address:
appointments@sfmplanning.com
Investment advisory services offered through Kirkwood Financial Services, LLC, Registered Investment Advisor.
Insurance products offered through Wholesalers Insurance Group, LLC, TX Insurance License #2839340.