The team of financial advisors at Security Financial Management wants to give back to our community during the coronavirus pandemic. We are now offering pro bono financial advice during this crisis.
Got Questions? Email Us At SFM@sfmadvisorgroup.com. We Can Help You Find The Answers
Whether you’re working remotely, facing lost income, wondering what to do with your small business, concerned about your portfolio, or wondering if you should push back your retirement date, we would love to meet with you virtually and work through your situation, giving you clear, personalized solutions. Here are some questions we can help you answer:
- I need money to get me through these next few months. How do I access the money in my IRA or 401(k)? Will I be penalized for withdrawing?
- I heard the U.S. Small Business Administration (SBA) is providing low-interest disaster loans for businesses facing losses due to COVID-19. (1) How do I apply for a loan? Is there any other help available for businesses?
- What do I do with my investments? Should I reallocate my money?
- How does the stimulus package affect me? How can I take advantage of the provisions it offers?
We Are Here For You
We genuinely care about you and your finances. In these hard times, we want to use our over 25 years of experience to provide guidance. Send us an email with your questions or concerns at SFM@sfmadvisorgroup.com to receive pro bono advice. It would be our pleasure to help you and your family.
About Security Financial Management
Security Financial Management is an independent financial services firm dedicated to delivering exceptional service built on reliability and trust. With 3 locations in Central Florida and 1 in Rochester, MN, SFM has been partnering with clients for over 25 years, providing comprehensive financial planning. To learn more about Security Financial Management, connect with them on LinkedIn.
Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC.
Security Financial Management is independent of ProEquities, Inc.
For Financial Planning
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