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Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

                      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.

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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.

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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.

John Iammarino teaches regular workshops for retirees and pre-retirees. For a complete list of upcoming events, click here or call (858) 935-6210


Download '6 Critical Social Security Facts Retirees Must Know'

Download '6 Critical Social Security Facts Retirees Must Know'

Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations.

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Do You Owe The AMT?

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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16 Wall Street Cliches in 60 Seconds

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Surprise! You’ve Got Money!

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Emerging Market Opportunities

What are your options for investing in emerging markets?

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