High Net-Worth Individuals
Our team has been in place for over 30 years and have built a diverse “client centered” team to give our high net-worth clients the attention and service they need and deserve.
Our planning process helps you focus on the priorities in your life, while we focus on your financial plan.
Investment management is only the beginning of our services. With over $500 million of assets under management, our team has extensive experience managing money in both bull and bear markets. Referrals make up a large part of our clientele. We do not invest based on a hunch. We analyze all aspects of a client’s current financial situation and desired outcomes prior to constructing a portfolio. Each client has different needs and unique circumstances.
Security Financial Management focuses on cost-effective, after-tax results, recognizing that the bottom line is what’s important to our clients. We are an independent financial planning firm and our team specializes in customizing each investment portfolio to suit each client’s needs.
Security Financial does not offer proprietary funds as these funds sometimes create conflicts of interest. As an independent financial planning firm, Security Financial acts as a fiduciary, which is a legal standard by which we must employ the highest standard of care. Advising clients to achieve their optimum financial security is our goal.
Special Needs Planning
Your loved one with special needs is truly a blessing. We want to assure the proper planning is in place to assure your intricate family needs have been addressed.
Many parents put their own needs secondary to caring for their loved one with special needs. Our team of professionals will help you design a customized plan to reach your goals and to protect your loved one when you are no longer able to care for them.
We want to help young families create a path to financial freedom.
Adjusting through many life transitions, such as starting a family, changing jobs, how to handle your old 401(k), estate planning, income protection, investment planning, tax planning and estate planning can be challenging without guidance.
Our team of professionals will help you achieve financial freedom.