Our Mission
Security Financial provides a wide range of services to help people better prepare as they approach and enter retirement. Check out our comprehensive list below and find out all that Security Financial does to help build and secure your retirement.
Retirement Income Strategies
As you approach retirement, it’s important to have a concrete strategy in place. We focus on protecting your retirement income, growing it smartly for the future, and reducing taxes that could eat into your retirement. We’ll work closely with you to develop a customized retirement income strategy tailored to help you save more and pay less for a consistent, lifetime income that works for you instead of the other way around.
Financial Planning
Whether you want to take an aggressive or conservative approach to accumulating wealth, we’ll assist you in creating a plan that helps minimize losses and aims for growth. Security Financial strives to give your money a purpose; we want your money to grow for your future. We work with you to develop tools to weather market downturns and preserve gains.
Investment Management
Your investments aren’t finished once you choose a portfolio. They’re a continuing process that requires regular maintenance and occasional upkeep. With Security Financial, you can be confident that your retirement is working for you and not just sitting in the market unattended.
Social Security Maximization
Understanding the complexities of Social Security can be a struggle for some. However, with Security Financial, there’s no need to feel overwhelmed or intimidated. We can help you navigate the ins and outs, figure out what options are best for you and your retirement, and work to maximize the benefits you get out of your Social Security.
Life Insurance
At our retirement services firm, we believe that life insurance is a key component of a comprehensive retirement plan. Life insurance helps protect your loved ones in the event of your passing and can provide a meaningful legacy for your family. Meet with us and discover our passion for getting you the coverage you need and deserve.
Long-Term Care
Do you have adequate coverage for hospice care for yourself or a loved one? Are you concerned about how an extended stay at the hospital might affect your retirement fund? Need coverage for the unexpected turns in life? Many seniors aged 65 and older will likely need to pay for at least some type of assisted care, and we’ll help you find the coverage that helps you protect your wealth and afford the best care.
Legacy Planning
Retirement is always about your future. But what about after that? Where is your wealth going to wind up? At Security Financial, we work with you to make sure your assets will be dispersed where you want them, whether through an inheritance or other means. With the right plan, you can prepare for whatever comes so that your family isn’t left with anything less than what you want for them. We can help you protect and transfer your assets efficiently and effectively while minimizing taxes.
IRA/401(k) Rollover
We can help you evaluate your current retirement assets, including your company’s retirement plans, to ensure you’re taking advantage of the options available to you. Often, rolling a company-sponsored plan into an IRA will give you more options and flexibility, as well as potentially lower fees. We can help you determine the right way to save for retirement based on your individual needs and risk tolerance.
Health Insurance & Medicare
Health costs in America continue to increase year after year. You’ll want to make sure you have the right coverage in case of a hospital visit or emergency procedure. We work with you to review health insurance and Medicare options, identifying your needs so you can avoid nasty out-of-pocket costs eating into what should be your retirement.
Fixed Index Annuities
Annuities represent guaranteed lifetime income backed by the strength of the issuing company. Since they come with fixed interest rates, they’re shielded from sudden or unexpected market downturns while providing reduced costs and reduced risks. They also help provide added peace of mind that you have the option for lifetime retirement income. We can help you decide if a fixed-indexed annuity is a good way for you to replace your income in retirement.
Schedule a meeting today and see how Security Financial can help your retirement!
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