Secure Futures2025-08-28T19:57:34+00:00

Secure Their Future and Yours

College and Financial Planning Designed to Grow With Your Family’s Goals

About

Secure Futures

Secure Futures is a comprehensive college and financial planning firm that helps families navigate the college admissions and funding process from start to finish. Since 2003, our experienced team has provided personalized college counseling services to guide students in identifying the right academic paths, preparing strong applications, and making informed decisions that align with their long-term goals.

At the same time, we support parents with expert financial planning—offering strategies to pay for college in a smart, sustainable way without derailing other priorities like retirement or long-term wealth-building. Our integrated approach ensures that both students and parents have the guidance they need at every stage of the journey.

From strategic planning to innovative solutions, our focus is always on building efficient, results-driven relationships. Whether you’re looking for help with college admissions, financial strategy, or both, we’ll work closely with you to create a customized plan tailored to your unique needs.

Get in touch to learn more about our vision, our approach, and how Secure Futures can help your family plan confidently—for college and for life beyond it.

Secure Futures

Meet The Team

Jeremy Farmer

Co-Founder and College Planning Expert

Jeff Farmer

Co-Founder and College Planning Expert

Casey Patterson

Office Manager and Client services

Danielle Olson

Educational Consultant

Dr. Jerry Daniels

Educational Consultant

Learn More About

College & Financial Planning Solutions

College Planning

  • College Application Guidance
  • Financial Planning for Higher Education
  • Avoid Unnecessary Debt
LEARN MORE

Retirement Income Strategies

  • Maximize Social Security Benefits
  • Maximize Pension Benefits Guaranteed
  • Lifetime Income Options
LEARN MORE

Annuities

  • Why Choose an Annuity?
  • How Does an Annuity Work?
  • Earn Interest on Annuities
  • A Variety of Products and Customizations to Fit Specific Financial Circumstances
  • Guaranteed Income Streams & Tax Advantages
LEARN MORE

Legacy & Estate Planning

  • Wills & Trusts
  • Estate Planning
  • Insurance Products
LEARN MORE

Testimonials

What People Are Saying

“It was pretty amazing how you guided us through this process and how many mistakes we would have made but avoided. We’re really excited to have chosen a school we thought we never could afford.”

Carlos Sanchez

“I didn’t expect we’d get nearly 2 million dollars in aid from our 10 schools, but I couldn’t be happier. It just meant we had more choices.”

Quinn Davis

“We started with you when Kayla was in ninth grade, and I’m glad we did. So much less stress, and we were done before most of her friends even started their apps.”

Jennifer Strayer

Register For

Our Educational Workshops

Our educational workshops are designed to empower you to take the first step of your financial journey. Register below to join us in finding the path to your optimal retirement.

UPCOMING WORKSHOPS

Events in February 2026

  • February 19, 2026 (1 event)


    February 19, 2026

    Location:
    Klein Multipurpose Center
    7500 Farm to Market 2920
    Klein, TX 77379

    Date and Time:

    Thursday, February 19th, 6:30 PM

    What You'll Learn at This Event...

    • How playing the college admissions game may be hurting your child’s future.
    • When you should start planning for admissions (it’s sooner than you think!)
    • The 5 biggest myths that lead families to believe they won’t qualify for financial aid.
    • The 3 questions you must ask every school before you apply that no one else asks until it is too late.
    • The shocking truth about 529’s and other college savings plans and how they actually can COST you more than they save you!

    Register Here

  • February 24, 2026 (1 event)


    February 24, 2026

    Location:
    Lone Star College - Cy Fair Library - LRNC Room 131
    9191 Barker Cypress Rd
    Cypress, TX 77433

    Date and Time:
    Tuesday, February 24st, 1:30 PM

    An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.

    What You'll Learn at This Event...

    • The advantages and disadvantages of Wills and Living Trusts.
    • How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
    • How Probate Court works and why you may want to avoid it for your family.
    • Why putting property in your children’s names may be a mistake.
    • Common missteps by families raising children with challenges, disabilities or Special Needs.
    • How to protect your home from being swallowed up by nursing home care.
    • Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
    • Best Practices for naming retirement account and Life Insurance beneficiaries.
    • How long-term care affects your family and how you will pay for it.
    • How the SECURE Act affects your trust and/or retirement accounts.

    Register Here

  • February 26, 2026 (1 event)


    February 26, 2026

    Location:
    George H.W. Bush Community Center
    6827 Cypresswood Dr
    Spring, TX 77379

    Date and Time:
    Thursday, February 26st, 1:30 PM

    An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.

    What You'll Learn at This Event...

    • The advantages and disadvantages of Wills and Living Trusts.
    • How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
    • How Probate Court works and why you may want to avoid it for your family.
    • Why putting property in your children’s names may be a mistake.
    • Common missteps by families raising children with challenges, disabilities or Special Needs.
    • How to protect your home from being swallowed up by nursing home care.
    • Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
    • Best Practices for naming retirement account and Life Insurance beneficiaries.
    • How long-term care affects your family and how you will pay for it.
    • How the SECURE Act affects your trust and/or retirement accounts.

    Register Here

Our Guide and Blog

Financial Educational Literature

Download Our Guide

Why 59½ Is An Important Age

Important Things You Should Know

Description: Why is your 59 ½ birthday important? After all, you probably haven’t celebrated a half-birthday since you could count your age on one hand! Well, when you find out the financial opportunities that become available to you at 59 ½, you’ll want to break out the party hats and birthday cake again!

Our Media

Browse Our Blog

Contact Us

Our experienced team can help you address the college planning process, customize a plan for funding your student’s academic journey effectively, make sure you have enough income to last you for the rest of your life, and leave behind a legacy for your loved ones. If you would like to schedule a complimentary, no-obligation consultation or second opinion review, please contact us today.

Ready to plan with purpose?

Let’s talk about how we can help your family achieve your goals – today and for the future.

Go to Top