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.
Do you know how much risk is in your portfolio?
At Securus Financial, we use a cutting edge technology called Riskalyze that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Together we can take the guesswork out of your financial future.
Click the button below to complete a free, 5-minute Portfolio Risk Analysis questionnaire to get started.
