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
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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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
How Income Taxes Work
A quick look at how federal income taxes work.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Marriage changes everything, including your insurance needs.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Is your estate in order? This short quiz may help you assess your overall strategy.
Second marriages are a trigger event to revisit any existing estate strategies.
A four-step framework for building a personal legacy.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Savvy investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.