• Report: #900244

Complaint Review: Secure Financial Planning

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  • Submitted: Wed, June 20, 2012
  • Updated: Wed, October 31, 2012

  • Reported By: Concerned Citizen — Palm Coast United States of America
Secure Financial Planning
50 Leanni Way Ste C3 Palm Coast, Florida United States of America

Secure Financial Planning, Carlos Dias Jr. ***Ripoff ***STAY AWAY from CARLOS DIAS JR. and Secure Financial Planning Palm Coast, Florida

*REBUTTAL Individual responds: False report created by Matthew Dilday ,UFS Marketing. See below!

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DO NOT CONTACT Carlos Dias Jr.  AKA Easy money Carlos

Our family and my grandmother had the unfortunate experience of meeting with Carlos Dias Jr to discuss her finances in December 2011. 

Unfortunately, we are not able to turn back the clock and try to recover all the money lost thru his questionable investment strategies. 

My grandmother is now trapped in a retirement plan that will not allow her to draw any MUCH NEEDED retirement money to help with her bills, insurance and cost of living. 

Carlos Dias Jr. got his commission and another senior citizen has been scammed!!

There should be a law against cmpanies like SECURE FINANCIAL PLANNING and their employees.

I looked online and found other complaints that are warning citizens against similar ripoffs and ponzi schemes to try and scam seniors out of they money. [continued below]....
.....  I have contacted the state of FL and we are waiting on an answer.

I urge all readers of this article to avoid Mr. Easy Money Carlos. 

I wish I could have been present when the meeting took place so we could have avoided this catastrophe!!! 

This report was posted on Ripoff Report on 06/20/2012 09:33 AM and is a permanent record located here: http://www.ripoffreport.com/r/Secure-Financial-Planning/Palm-Coast-Florida-32137/Secure-Financial-Planning-Carlos-Dias-Jr-Ripoff-STAY-AWAY-from-CARLOS-DIAS-JR-and-900244. The posting time indicated is Arizona local time. Arizona does not observe daylight savings so the post time may be Mountain or Pacific depending on the time of year.

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Updates & Rebuttals

#1 REBUTTAL Individual responds

False report created by Matthew Dilday ,UFS Marketing. See below!

AUTHOR: cdiasjr - (United States of America)

To anyone reading this and Concerned Citizen (bogus author that posted this nonsense and is hiding behind a screen name),

It's interesting that someone would write such inaccurate and fabricated lies about me without any evidence or even a logical explanation. However, I know why and their motive. The original author of this is not a "Concerned Citizen," it was Matthew Dilday, President of UFS Marketing. Their company is a complete ripoff and is being investigated by several state Departments of Insurance (there is a section on the Better Business Bureau company listing that says "There is an alert for this business" on the link below):


On 6/15/2012, I wrote the following post about his company:


On 6/20/2012 (coincidentally the day that this thread was posted), I received a call from Matthew Dilday (I still have the voicemail and emails as proof) that he saw my post on both Ripoff Report and the Better Business Bureau (complaint filed 6/11/2012) and that he was going to "ruin" my career as an advisor (in simpler terms).

Let me elaborate a bit more on the original post about me (you know, "Easy Money Carlos") "stealing" and "trapping" a helpless fabricated grandmother in a retirement plan, or investment strategy.

First, this post says that Concerned Citizen's grandmother came to my office in December 2011. It's interesting that I first started UFS Marketing's mailer campaign in December 2011 since it was going to take 4 weeks to receive a response. Matthew Dilday should have read Nic Arters (the sales representative that swindled me to use UFS Marketing's campaign) notes that I would be on vacation the month of December!

Second, Concerned Citizen cannot be definitive on what I "trapped" his grandmother in. By the way Concerned Citizen, if you are going to bash an individual, at least stay on topic, don't stray the conversation multiple times. As a side note, all of my products have out clauses.

Finally, I never received any form of payment, fee or commission in December, because again, I was away on vacation. There aren't any current (and never have been) any complaints or investigations against me or my company from the State of Florida (like Concerned Citizen lied about). I ("Easy Money Carlos") have always been honest with my existing or potential clients and have gone above and beyond to keep them satisfied. UFS Marketing (and Matthew Dilday), on the other hand, take money (the reason why they ask for a check) from hardworking insurance agents and financial advisors and never perform the services they were compensated for. If you don't believe what I am stating, here is proof:


To summarize, I don't hide behind a screen name when I state factual comments about a person or business. However, there are people out there (such as Matthew Dilday and employees of UFS Marketing) that like to get paid, not perform, and then proceed to write inaccuracies as a way to get revenge when backlash is posted about them (because agents and advisors are angry that they were given empty promises and were robbed of their money).

By the way Matthew, I like the picture that you posted of me from my LinkedIn account. Not only is Matthew Dilday a dishonest con man, he is also an idiot. On 6/20/2012 (the day he posted this thread), he went to my LinkedIn profile (I have a time stamp for proof) and saved a copy of my picture. Isn't it great when people (such as Matthew Dilday) don't know what they're doing and get caught in their own lies? This is why the internet is such a powerful weapon! I am also working on a defamation of character lawsuit against Matthew Dilday and UFS Marketing.

Again, here are the links to view UFS Marketing's Better Business Bureau (BBB) and Ripoff Reports:


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