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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Read this overview to learn how financial advisors are compensated.
A change in your mindset during retirement may drive changes to your portfolio.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Even low inflation rates can pose a threat to investment returns.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
That big list of dreams and goals isn't the only way to look at your bucket list.
The decision whether to buy or rent a home may have long-term implications.
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.