Request a no-obligation consultation with Ryan Overstreet today!
Call Us Call Us
connect with us Phone: 801-608-4564 / / Visit Us!
It’s never too late to take the first step or get a second opinion.
If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.
Home » Contact Us

Veterans Benefits

The Veterans Administration Non-Service Connect Disability Pension is designed to provide qualified veterans and their surviving spouses who need financial assistance with a tax free pension to supplement their income. Ryan Overstreet, Shelly Goates, and Alan Richards are helping veterans and their surviving spouses navigate through the complicated and often exasperating process of applying for and maintaining their Non-Service Connected Benefits. We provide this invaluable service to families on a volunteer basis, absolutely free of charge.

Please note that if in the process of assisting you with your Non-Service Connected Pension benefits we identify a potential need for our financial services, you may eventually be provided with information regarding the purchase of insurance and/or investment products.

Secure Retirement Planning is not affiliated with the U.S. government or any governmental entity. Secure Retirement Planning, through a strategic partnership with an individual accredited by the VA, is able to assist claimants in the preparation, presentation, and prosecution of a claim for VA benefits.

Contact Us Today!

Phone: 801-608-4564
Fax: 702-988-5322

9075 South 1300 East, #101
Sandy, UT 84094

Who We Are / Our Focus
Meet Ryan Overstreet

Ryan works with friends and neighbors throughout the Wasatch Front area to help pursue their financial goals.

» Learn More About Our Ryan
What We Do

Our financial strategies use insurance products, such as annuities, to help you work towards financial goals.

» Learn More About Our Services
Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» View our Events

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management, LLC.

“Secure Retirement Planning LLC” is merely a name and does not promise, guarantee, or otherwise imply a secure retirement.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.