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
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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Earnings season can move markets. What is it and why is it important?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Do you understand these common mobile slang terms?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Military families face unique challenges, making personal finance even more critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.
All about how missing the best market days (or the worst!) might affect your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.