- Protecting your tomorrows
Strategies For
How to Save For Retirement
Sadie Sicka specializes in helping clients plan their retirement strategies efficiently and protect their finances from hardship. We strive to make it as simple as possible for clients to plan their financial futures. We are committed to product development and continued education to provide favorable products for our clients.
You won’t find the founder,
Sadie Sicka
buttoned up in suits.
You will find, however, a team of professionals who are approachable and who listens to their client’s individual needs. Rather than a one-size-fits-all approach, we offer customized solutions tailored to the needs of every client. Because of our approach, we only work with clients we think will benefit from our services. In light of this, our strategy focuses on 3 main areas:
*Insurance products may offer a reasonable rate of return over time. They are backed by the claims paying ability of the insurance carrier.
Contact Our TEam
Three Locations
- Leland, NC
- Myrtle Beach, SC
- Dallas, TX
Life Income Protection
A primary concern for retirees is: “Can I live off my retirement income for the rest of my life?”. Or, how to save for retirement. It’s good to know you can protect your finances while earning a reasonable return by developing a solid retirement strategy. There are different options to help you protect your assets and achieve your goals. We can help you learn about those options.
About Sadie Sicka
Sadie Sicka works with retirees to provide strategies for lifetime income and financial security. Sadie Sicka, founded the firm in 2016 and has many years of experience in the financial services sector. Her passion is helping them create retirement strategies that meet their specific needs. Her clients appreciate her compassionate, easy-to-understand, and approachable presentation that puts their interests first.
Why Choose Us?
What Sets Sadie Sicka Apart?
Our team is highly skilled and dedicated to putting the client’s needs first. We offer individualized strategies that focus on how to save for retirement to meet our clients’ needs. Sadie Sicka, founder and CEO, has years of industry experience and a personal financial story that inspired her to help others protect their money. As a team, we work hard to ensure financial safety first, provide a reasonable return over time, and simplify things as much as possible.
Keep Your Money Safe
During your working years, perhaps you took more risk despite stock markets' highs and lows. You may start to search for secure investment options and ways to save for retirement as you near retirement. Therefore, securing your principle is of utmost importance. Our goal is to help you create a strategy that will protect your retirement funds.
Get ‘RRR’
With the right strategy, you can generate a reasonable rate of return* (RRR). Fixed index annuities and life insurance policies can offer both principal protection and a reasonable return. We aim to help you protect your money while earning a reasonable return.
A Simple Retirement Strategy
Your retirement doesn't have to be complicated because of finances. The key to a simple retirement strategy is to focus on protection and a reasonable return. We design our strategies to help clients earn a reasonable return* on their investments.
*Insurance products may offer a reasonable rate of return over time. They are backed by the claims paying ability of the insurance carrier.”
Plan For Your
Successful Financial Future
It is important to protect the earnings you have accumulated over the years. Our team will provide you with different options on how to save for retirement that will last a lifetime.
Sadie met with us and, after determining our needs and preferences, she helped us select from a list of choices of plans that best met our needs and preferences. There was absolutely no pressure and we were relaxed and comfortable throughout the process. Our investments have grown and prospered since that time and we are very pleased with the fact that our funds are protected from loss, unlike investments in the volatile stock market and variable annuities. Sadie is genuinely interested in us as people and has become a trusted and loved member of our family.
Robert MurpheySeptember 18, 2022.After over 30 years of suffering under a number of fast-talking but little substance financial advisors, I found the mother lode -- Sadie Sicka. Sadie cuts through the minutia and red tape to hone in on essentials. She is bright, engaging, professional, and most importantly -- spot-on effective. While others talked a good game with powerpoint slides, they were just a waste of time and money. She quickly analyzed my portfolio, spent hours getting to know me and what my financial needs/desires were, then proposed a sound strategy to meet my goals. Sadie is always available -- never too busy to take my calls. I trust her implicitly; she has my life so much better through sound advice and action. Go Sadie!!
Gina scarsellaSeptember 16, 2022.Sadie has been so helpful in guiding our decisions for retirement investments since we moved here three years ago. We feel confident that our hard-earned money is safe and secure while increasing in value. Thank you Sadie (and your team)!
Geoffrey HigginbothamSeptember 14, 2022.I just started my fourth year with some of my money Invested in Sadie’s annuity and retirement plans. I couldn’t be more pleased with how the green line works. I had my money in the stock market previously. This is definitely the way to go for your investment. Sadie has your best interest at heart.
mike ryanSeptember 14, 2022.What can I say, Sadie and Allyson are awesome. If you want your money in a good place and not have to worry about stock market then Sadie is the one person you need!! She is very knowledgeable and explains the financial world that you can understand in simple terms. Sadie is not flashy but down earth. It’s the very first thing I noticed about her. Sadie and Allyson are very helpful in answering any questions you you have. You guys are the best!!!!!
Darrell OwenSeptember 13, 2022.Sadie & her team are the best. Always ready to answer a question or concern & to help in any way they can. I have had my account for several years & have had no problems. Love to have my money in a safe environment. The best team ever! Thanks for your help & support. And thanks for the fabulous Apple Pie every November!!!! One of the better perks. LOL!!! Keep up the great work.
Kim WhydeSeptember 13, 2022.If you want to keep more of your hard earned money for your retirement then call Sadie today. My husband and I had never heard of greenline annuities before going to one of Sadie's seminars. After her presentation and a fabulous free dinner we went home and did our due diligence and researched these annuities and Sadie and her company. After sitting down with her and listening to her explain everything in great detail and really getting to know us and our needs we felt comfortable with signing on with Lock and Gain and investing a portion of our portfolio. That was three years ago and we feel so fortunate that Sadie has come into our lives. She takes the time to know all her clients by name and makes you feel like family. In no way is it like the big investment firms where you never hear from them again. Every year you meet with Sadie and go over your account and she answers all your questions and any concerns you may have. Most importantly you do not lose money if the market tanks!! You won't be sorry!
Cindy HartlingSeptember 12, 2022.Sadie Sicka and her staff are absolute professionals! I can’t praise them enough for their superb service. Sadie delivers her information with humor but more so, unbelievable knowledge on how to gain the most from your retirement, all without pressure. She is a true expert in her field with a down to earth demeanor. I highly recommend her. L. Hege
Lynn Dailey HegeSeptember 12, 2022.
