The Path to a Secure Retirement Starts Here

Retirement Income Planning in South Carolina

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Protect Your Hard-Earned Assets With Security First

Security First Retirement Solutions is your go-to resource for protecting what’s most important in your life—your loved ones and hard-earned assets. With close to 100 years of experience, Owners and Insurance Professionals Steve Lewis, Dan Crider & Tammy Crider has helped individuals, families, business owners, near-retirees and retirees proactively protect themselves from life’s “what-ifs.”

What's on your mind?

Many of Steve, Dan & Tammy's clients find their way to them via referrals from other satisfied, long-term clients. Often, they have these questions on their minds:


  • Do I have enough saved for retirement to fully retire and stay retired?
  • Will taxes, inflation and health care costs erode my nest egg in retirement?
  • Are there ways to use my current savings to create a guaranteed income stream for life?
  • Are there ways to avoid the ups and downs of the stock market and still achieve my goals?
  • What are my life insurance options for making sure my family is financially protected in case I pass?


Discover the answers to these questions and more at Security First Retirement Solutions located in Greer, South Carolina.

Services Tailored to You

We offer services specifically designed to offer protection in an overall retirement plan. All services are based on individual need, as no two client situations are the same and goals are varied. Many clients find that a combination of these services prove to be helpful:

Retirement Income Planning

Put a plan in place to managing your income.

Legacy Planning

Leave a legacy for loved ones or a favorite cause.

Social Security Maximization

Learn the options and deadlines.

Tax Minimization Strategies

Take steps to help keep taxes from eroding your nest egg.

Annuities

Provide a guaranteed* income stream for life.

Life Insurance

Protect loved ones from financial hardship.

Meet Our Team

Steve Lewis, LUTCF, CPIA, CLCS

Insurance Professional & Co-Owner

Dan Crider

Insurance Professional & Co-Owner

Tammy Crider

Insurance Professional & Co-Owner

Our Process

We help our clients with a simple five-step process designed to get to know them, their goals and inspire action.

  • 1. Complimentary Consultation

    Meet and learn about the client’s needs and wants.

  • 2. Prepare Strategies

    Prepare customized strategies designed to meet the client’s goals.

  • 3. Review & Discuss

    Explore proposed strategies together.

  • 4. Implement Strategies

    Complete paperwork and put strategies in place.

  • 5. Monitor & Adjust

    Conduct occasional reviews and adjust as needed.

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.

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