Eventually, almost everyone has questions about financial planning. And here's the thing, there are no bad ones. At SecurEstate we believe there is no substitute for real, face to face, open communication between us and our clients. That is why we take the time to get to know our clients - and answer every last one of their questions. Our approach is different, true. But we've found that when expertise, friendliness, and genuine interest are delivered in tandem, our clients feel much more confident about their financial picture. And that's the whole point!
Since 1996, we’ve been a reliable, valued resource for our clients’ financial needs, providing independent, objective advice from college planning to estate settlement and everything in between. The financial world may seem complicated and overwhelming, but we make even the most complex solutions easy to understand and implement.
We provide seasoned financial advice and consistent strategies to individuals from a full range of backgrounds. Some of our services include: Investments, Estate Planning (Wills vs. Trust), Retirement Planning, Protecting assets from a Nursing Home, Budgeting, College Planning, among others.
At SecurEstate, we want to play a positive role in the lives of the people we serve. It is a commitment that does well beyond safeguarding their financial well-being. In the end, any positive role we play in the community is a service to our clients.