Integrated Wealth Advisory Services
The New Standard in Wealth Management
Comprehensive financial and retirement planning services designed to suit your needs.
At Securus Financial, we understand that everyone’s financial picture is unique and requires tailored financial planning and advice. That’s why we offer a broad spectrum of services, including Virtual Family Office, Retirement Income & Distribution Planning, Advanced Tax Planning, Integrated Investment Solutions, Estate Planning Services, Healthcare Planning, Business Planning, Private Client Experience, Asset Protection, and more.
Virtual Family Office
Access to 80 "best of breed" national experts in five critical disciplines: tax planning, legal services, risk mitigation, wealth management, and business advisory services.
Access to advanced financial planning strategies traditionally reserved for the ultra-high net worth, giving you special access to sophisticated solutions.
Provides a truly 21st century business model that helps maximize your potential both professionally and personally.
Retirement Income & Distribution Planning
Analysis of your current and future income needs with continual development of recommendations to optimize your lifestyle.
Create an easy-to-understand income strategy showing you exactly how much you can take out and if and when we would make any adjustments.
Customized distribution strategies to maximize your income while minimizing your tax bills.
Maximize Social Security benefits as part of your comprehensive income and tax management plan.
Advanced Tax Planning
Advanced strategic tax reduction strategies that go beyond basic compliance to legally minimize your tax burden.
Forward-looking tax planning that anticipates changes and positions your wealth advantageously.
Multi-generational planning to create tax-efficient wealth transfer strategies for your family legacy.
Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.
Annual review of your tax situation to incorporate new tax law changes and emerging opportunities.
Integrated Investment Solutions
Fiduciary Independent Advice.
Goals and Values-based Investment Management.
Adaptive market trend investing that responds to ever-changing bull and bear markets in an effort to optimize returns.
Tax-Efficient Investments.
Continuous client communication and market updates.
Estate Planning Services
Thorough review of your current estate plan and beneficiary designations to identify gaps and opportunities for optimization.
Implementation of strategies to ensure your legacy and wealth are established and given to the people or organizations you choose, not the IRS and courts.
Annual Review of plan documents to efficiently transfer wealth to your loved ones.
Assistance in transferring assets to your Living Trust.
Our Family Estate Organizer - Providing guidance with the appropriate and necessary steps in the event ofthe death of a loved one.
Healthcare Planning
We help our clients find the best health care coverage, assist with Medicare claiming and Long-termcare coverage.
Integrate healthcare considerations into your overall financial plan to ensure comprehensive protection.
Provide ongoing support as healthcare needs evolve throughout retirement.
Guide clients in establishing health goals because without health, your wealth is meaningless.
Business Planning
Advanced Tax Planning: Our specialized team navigates 72,000+ pages of the Internal Revenue Code to uncover significant missed opportunities in annual tax savings.
Integrated Wealth Strategy: Unified approach covering business valuation, financing, succession planning, and wealth preservation through one coordinated relationship.
Accelerated Retirement Building: Multi-million dollar portfolio accumulation in 10-15 years versus traditional 30-40 year timelines.
Healthcare Security: Potentially create a nest egg of over $600,000 in tax-free medical reimbursement for retirement, healthcare, and long-term care expenses.
Maximize Life: Help you maximize your financial potential in both business and personal wealth building.
Private Client Experience
White-Glove Relationship Management: Fast, attentive communication—most client emails and calls are returned the same day or within 24 hours.
We Handle the Heavy Lifting: No paperwork. No time on hold. We manage all coordination with financial institutions on your behalf.
Multigenerational Support: Financial guidance for your children—because family wealth planning should support the next generation, too.
Exclusive Concierge Services: Private travel and lifestyle concierge services are available to clients only.
Asset Protection
Analysis if our clients have the proper asset protection in the event of a catastrophic event at their house or to their house, automobile or creditor attack.
Assist our clients with protecting their assets from scams and online criminals.
Provide guidance to protect your hard-earned assets from nursing home expenses, creditors, and identity theft.
Integrated Wealth Advisory Services
Don’t see the service you are looking for listed here? We offer a broad spectrum of financial and retirement planning services and are ready to assist you with any of your financial planning needs.
Contact us today to learn more about our Integrated Wealth Advisory Services.
