Broker Check


A listening session. That’s where it all begins. Before we recommend any financial plan we simply listen. It’s the only way we know of to create a clear picture of what’s important to you.

We ask plenty of questions, too. Not necessarily about money – but about you, your family, your interests and your dreams. Simply put, we take the time to understand your goals, and then leverage our knowledge of financial strategies, products and services to help you achieve those goals.

Only then, after we have a complete picture of where you want to be, do we construct a plan to make it happen. For some clients, that means starting with a blank slate. For others, it’s a matter of organizing and tweaking a host of existing accounts, policies, and funds.

It’s called personalized service, and it’s a pretty simple concept. But in the world of financial planning, it’s all too rare.

Here, we’ve assembled our most sought after services. It’s a great way to investigate some of the options you have to choose from. Of course, we’d be happy to explain more about any of them in person. And remember, at SecurEstate we’re completely independent, so we’re not constrained by a limited set of options for our clients. We pledge to create an individualized plan especially for you.

Retirement Planning

Asset Management


Estate Planning