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 provide Holistic life-centered retirement planning and manage assets in a way that improves our clients’ lives and provides peace of mind and confidence in their future. To accomplish this, we utilize the latest income/investment strategies, tax management, and estate planning techniques to design and implement personalized strategies that can help reduce financial risk, lower taxes, avoid probate, and protect assets from nursing home costs.Learn More
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 More
Attend 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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A few strategies that may help you prepare for the cost of higher education.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are hundreds of ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.