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                      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.

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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'

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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Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

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Learn more about taxes, tax-favored investing, and tax strategies.

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Why are 401(k) plans, annuities, and IRAs so popular?

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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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When should you take your Social Security benefit?

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The decision whether to buy or rent a home may have long-term implications.

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Here are five facts about Social Security that might surprise you.

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