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.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
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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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It's important to understand the pros and cons when considering a prepaid debit card.
How to help determine life insurance needs to provide for your family after you pass away.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn a little about worldwide currency in this fun infographic
Understanding how a stock works is key to understanding your investments.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Taking your Social Security benefits at the right time may help maximize your benefit.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.