Personal & Retirement Wealth Management

As an individual investor, you have many choices when it comes to managing investments or retirement plans. We'd like you consider Security First Advisors.

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management. We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client's values and goals while working with them to tailor a plan to help achieve them.

Our investment consulting service begins with the development of your investment plan. As with any journey, you and your advisor will need to take stock of exactly where you are today, where you want to be in the future, and what assets can be brought to bear before charting a course. As we work together, we will help you develop an investment profile comprised of your individual investment objectives, your current financial profile, understanding your time horizons, and access your tolerance for risk. Our core investment consulting services include:

• Asset Allocation
• Portfolio Management
• Investment Manager Due Diligence and Selection
• Risk Evaluation
• Performance Analysis

Our vision of wealth management encompasses a client's total wealth, not just the investment portfolio. In addition to reviewing the investment plan, we will work with you to develop advanced strategies to enhance your wealth by mitigating the effects of taxes and inflation while key strategies to transfer wealth effectively, ensure impactful charitable giving, and protect your assets from risks of loss due to the unexpected. Our advanced planning services center around 4 key areas of wealth:

• Wealth Enhancement (Asset Management & Tax Mitigation)
• Wealth Transfer (Estate Planning)
• Wealth Protection (Risk Management & Insurance Planning)
• Philanthropic Planning (Charitable Giving)

At Security First Advisors we are more interested in having a relationship with you, not just your money. Our goal is to develop a client relationship that simplifies your life, exceeds your expectations and is tailored to your preferences for how you would like to work with us.  We also know that many of the financial decisions our clients make may require the expertise of other professional advisors, we work to clarify and coordinate these financial decisions with your team of advisors and our team of experts as needed. When it comes to our client relationships, we believe our team approach allows us to focus on our working relationship with you, your other professional advisors and our team of experts.