Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

David Mead

President, All Secure Financial Solutions

David specializes in “Safe Money” options for his client’s assets. Allowing his clients to grow their assets without fear of losing money in a market downturn really providing peace of mind.

David has been in the financial services industry for over 30 years. Prior to joining All Secure Financial Solutions, LLC , he was a senior advisor with a Merrill Lynch Wealth Management Team helping business owners and high net worth individuals achieve their retirement and wealth transfer goals. David was a senior relationship manager with the number 1 team at Merrill for commercial lending. While at Merrill Lynch he earned his Certified Financial Manager designation and in 2008 earned the CLTC , Certified Long Term Care consultant designation.

David has surrounded himself with an independent team of highly advanced planning professionals. This gives David the ability to work at a higher level of tax and retirement planning with business owners and high net worth individuals.

David, originally from New Jersey, has lived in Florida for over 30 years with his wife of 43 years, Olga. They love to travel and have 3 children and 8 grandchildren.

Dave likes to golf and fish when time allows. He also likes to attend sporting and concert events.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.