Our first priority is helping you take care of yourself and your family. Financial Security is more than just knowing your risk tolerance and having an investment portfolio. It's about brining into line your wealth to fuel your life and legacy goals. We want to learn more about your personal situation, identify your dreams and goals, and help you develop a plan that seeks to protect what matters most to you.
At Security First Advisors, we view our primary responsibility to be “advocates for your future.” We recognize you are not given a choice of whether or not to manage your money; consequently, the only choice that remains is how well you do it! To this end, we are dedicated to assist you in navigating through life’s complex and often confusing financial management decisions, in a personal yet professional manner.
With over 20 years of experience combined with advanced academic and professional training, Security First Advisors is dedicated to helping clients build wealth and protect their hard-earned assets. We want you to know that we recognize the ultimate “report card” of our success, and for that matter the only measure that counts, is whether you achieve your goals. While we cannot guarantee success, we feel that a well thought out plan, developed by caring trained professionals, utilizing state-of-the-art tools has the potential to deliver the kind of results you desire.
We understand that selecting a financial advisor is often a difficult task. We hope by exploring our site and learning more about the services we provide, the task of selecting an advisor will be made easier. As you view our site and develop questions, please feel free to contact us by email or by phone.
One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
Running a business can be rewarding but demanding. Providing security for those that are most important to you includes building a plan that considers your full financial picture.
A common thread among many of our clients is the primary financial concern of taking care of their families. These concerns come in a wide range of financial goals. From paying for college or transferring wealth to the next generation, we center our wealth management process on the chief goal of caring for your family.
Are you headed in the right direction? Find out.
Our Second Opinion Service offers a complementary consultation. It's an opportunity to just talk in a "no-pressure" situation. No commitment, no sales pitches and absolutely no gimmicks.