Integrity - Relationships - Performance ... That's Securus Financial!
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.
At Securus Financial, we are the “Total Advisor” to our clients.
We don’t sell products and we don’t offer out of the box solutions. As fiduciaries, our commitment to our clients is simple: We are honest, transparent, and will always look out for your best interests. Period. We use our low risk, low volatility approach to provide a sense of confidence and security for our clients and their future. Our personal relationships allow us to identify the level of risk you are comfortable with and ensure that your portfolio is managed based on that.
We work with every individual to identify their current financial situation and future financial goals, developing a strategy that helps them achieve their goals with security and peace of mind - that's Securus Financial.
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How We Can Help
Our commitment to you is simple: To be honest, transparent, and always looking out for your best interests, first and always, period.
At Securus, we pride ourselves on helping our clients create sound and comprehensive financial plans that are designed to help them secure their financial futures, today, tommorow, and long in to the future.
Learn MoreAttend a Class
The truth is that for many seniors and pre-retirees the first step on the road to financial security, is to understand their current financial situation and learn how to take control.
John Iammarino teaches regular workshops for retirees and pre-retirees. For a complete list of upcoming events, click here or call (858) 935-6210
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There are some smart strategies that may help you pursue your investment objectives
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Power of Tax-Deferred Growth
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In life it often happens that the answers to our most pressing questions are right in our own backyards.
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