We help you identify all the pieces to your retirement puzzle & strive for simplicity in an otherwise complex world. We will help you make educated decisions and devise a strategy for the sequence of how to spend down your assets in retirement. Portfolio Management, in reality, means hiring a team who spend their entire careers researching the markets and managing portfolios.
Through the support of qualified professionals in our community, we will help you develop an estate plan tailored to your specific needs. We'll help you understand and make decisions on topics such as: spousal benefits, government pension offset, family benefits, etc. Choosing an advisor is a difficult decision.
Through the support of qualified professionals in our community, we will help you develop an estate plan tailored to your specific needs. We'll help you understand and make decisions on topics such as: spousal benefits, government pension offset, family benefits, etc. Choosing an advisor is a difficult decision.
Services
Security First Asset Management is an independent, full-service financial advisory firm designed to help individuals in all stages of their lives to thrive, not just survive in any market environment. We believe that knowledge and understanding empowers individuals to take positive action and make informed decisions.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We focus on creating an approach that is designed to address your individual situation.
At Security First Asset Management, we believe that education is paramount. We strive to take the mystery out of investing by offering ongoing educational opportunities from the first time you meet us, and continue for as long as you and your family remain a client of our firm. Through education, we empower our clients and help them make informed decisions on how to preserve their wealth, prepare for retirement, and manage risk.
As you prepare for retirement, you might find yourself focusing on reaching a particular savings goal. Perhaps you set this goal years ago, when you first began saving for your future, or maybe you landed upon a target number more recently. In either case, your top priority is making sure that you can afford your standard of living in retirement, in addition to travel or any other hobbies that you might pursue.
A fiduciary is a person or institution given the power to act on behalf of another in situations that require great trust, honesty and loyalty. Fiduciaries are hired to act in your best interest and must set aside personal motives and conflicts of interest in favor of pursuing the best outcome for your unique situation.
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