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.
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 & 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.
Build Your Perfect Portfolio
Your Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations.
Capture Your Risk Number®
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.
Align Your Portfolio
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Define Your Retirement Goals
We will also review your progress toward your financial goals by building a Retirement Map.
When we are finished, you’ll better understand what we can do to increase the probability of success.
