Shield Your Retirement.
We Can Help.

At Securus Financial, we take the time to get to know you. We learn about your current financial situation, the level of risk you’re comfortable with and the financial goals you hope to achieve. Then, we help you develop a strategy to bridge any gaps — so you can grow and preserve more of what you’ve worked so hard to build.

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Using our Shield Your Retirement process, we work with you to create a comprehensive financial plan that focuses on 6 key areas of your financial life:

Retirement Income & Social Security Maximization Planning

Advance Tax Planning & Minimization Strategies

Investment & Risk Management Strategies

Medicare & Long-Term Care Planning

Estate & Legacy Planning

Identity Theft and Asset Protection

Ready to Shield Your Retirement? Book a 15-minute phone call with us to see how we might be able to help.

Your Goals Are Ours

We design financial strategies that help accomplish three key goals:

Growth Opportunities

“Will I run out of money?” This is the top concern we hear from new clients. Our retirement income strategies can help you feel confident that your money will last as long as you need it. These strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.

Protection

The closer you are to retirement, the less risk you should take on. We can incorporate products and services that help preserve what you have. We do this through life insurance, tax-efficient strategies, long-term care strategies and IRA legacy planning.

Giving

You want to create a legacy that lives on after you’re gone. We work closely with attorneys and tax professionals to help you organize your giving strategy, helping you with trusts, probate, charitable giving, estate planning and tax planning.

How can we help you?