Broker Check

Our Services

World-Class or Boutique-Style? YES

Step inside any one of our offices and you’ll discover one thing in a hurry: Security Financial Management has a real personality. We are a group of people who are generous with our time, true to our word, and passionate about providing a whole new level of service, entirely. We have everything you’re looking for in a world-class firm, including the response time of a boutique. With each year in business, we find ourselves growing both our services and our solutions for you.

The Security Financial Management Planning Process

  • Initial Consultation to establish financial and personal goals
  • Evaluate your financial well-being with a thorough analysis of assets, liabilities, income, taxes, investments and insurance
  • Identify and address areas of concern by developing and implementing a financial plan that emphasizes strengths while reducing weaknesses
  • Review plan on a regular basis to accommodate changing personal circumstances and financial goals

Collaborating closely with Other Professionals

Our clients rely on the expertise of both our Financial Advisers and other professionals (Tax, Legal, Etc.). By communicating and collaborating closely, we are better able to identify areas of concern and create solutions. That's the Sound of Sound Advice.