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
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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Is your estate in order? This short quiz may help you assess your overall strategy.
It sounds simple, but paying yourself first can really pay off.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Tips to avoid checking in luggage on your next vacation.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.
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.