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Family Stewards

At our Core, we are a family business.  We have come to appreciate and understand the great concerns that are carried by family stewards.  In addition to protecting their family's wealth, a family steward often has concerns that extend far beyond their investment portfolios.  Among their own financial concern, a family steward is interested in the well being of their family and future generations to come.  Here at Security First Advisors we strive to help family stewards protect the wealth they have worked so hard to accumulate, so that they may focus on those that are most important to them.    

Finances & Aging:

  • How do we organize our financial and legal affairs?
  • How much will future health concerns affect our finances and legacy?
  • How do I protect our wealth from unanticipated illness or death?
  • What does my family need to know to take over for me when I am unable to handle my affairs?
  • What should I do to be prepared for that day?
  • What should I do to prepare my children to receive our legacy?

Widows & Widowers:

  • What do I need to do when my spouse passes away?
  • Will I be able to afford my lifestyle independently?
  • How do I manage financial affairs, when my spouse took care of it?
  • How will I know which decisions should be made and when?
  • If I decide to remarry, how do I make sure my family is protected and provided for?

Sandwich Generation:

  • What can I do to be sure our parents are going to be ok financially?
  • How can I help my parents transition into a full-time care facility?
  • How do we balance saving for retirement and college for our children?
  • What do we need to know to make decisions for incapacitated or deceased family members?

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