To Shield Your Retirement, Start Here

We work with middle-class millionaires to give you the strategies and concierge service that has traditionally been reserved for the ultra-wealthy.

At Securus Financial, we're transforming the way people view money by shifting from a sole focus on Return on Investments and moving toward a Comprehensive Financial Plan.

We’re not satisfied simply telling you what to do with your money; we want to help you see the bigger picture of how your money can serve as a tool to create the life you want to live.

Here’s how to tell if you might be a good fit for Securus Financial:

Who We Work With

We work with diligent savers age 55 and up who have accumulated investable assets of $750,000 or more (excluding real estate).

What We Do

We use our custom Shield Your Retirement process to learn where you are today, financially, and where you want to be to enjoy a happy retirement. To get started, all you have to do is schedule a 15-minute call with us.

Why We Do It

As a holistic planning firm that blends life and financial coaching with retirement and investment planning, we love giving our clients the same level of care and understanding we would offer our own family members.

Ready to take the next step? Schedule a 15-minute phone consultation now!


Our Shield Your Retirement process 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 & Asset Protection

Book a 15-minute phone call with us to learn how to Shield Your Retirement.

How can we help you?