The Value of a Holistic Advisor
A holistic advisor is a comprehensive advisor that looks at the big financial picture and provides advice that takes all areas of planning into consideration. Watch the video below to learn more!
At Securus Financial, we are the “Total Advisor” to our clients. We don’t sell products and we don’t offer "cookie cutter" solutions. We work with every individual to identify their current financial situation and future financial goals; developing a strategy to bridge that gap. As fiduciaries, our commitment to our clients is simple: We are honest, transparent, and will always look out for your best interests, Period! Our personal relationships allow us to identify the level of risk you are comfortable with and ensure your retirement is managed based on your personal goals, needs, and concerns.
John Iammarino is a veteran of the financial services industry who founded Securus Financial to help retirees and soon to be retirees ensure their retirements provide them with financial peace of mind and the security they need to enjoy their golden years.
At Securus Financial, we believe education is an important step in any advisor/client relationship and we pride ourselves on ensuring our clients are comfortable with each step before we move forward.
Our comprehensive approach to financial planning takes a look at 6 critical areas of planning:
- Retirement Income & Social Security Maximization Planning
- Advance Tax Planning & Minimization Strategies
- Investment & Risk Management Strategies
- Medicare and Long-Term Care Planning
- Emergency Planning
- Estate & Legacy Planning
At Securus Financial, we believe to achieve true peace of mind in retirement you must have a comprehensive financial plan that successfully coordinates these 6 areas of critical planning.