Secure Financial Management is a boutique advisory firm, we offer you service that is personal, private, and exclusive. We aspire to have only a limited number of clients but to provide personal service to each one. We honor our relationship with you by providing customer service and attention you will not find elsewhere. Here's how it works:
- We take the time to understand your goals in life and how you feel about your money
- We can advise you on all your financial affairs—investing, retirement, estate planning, insurance, and other issues—or design a plan to address a single aspect of your finances
- Your financial plan shows you what you need to do to fund your goals in life
- Your portfolio is tailored to your goals and your ability to withstand market losses
- Investments are monitored and you receive reports about performance
- You will understand everything we do for you—your investments, fees, and financial plans
As a privately held, independent advisory firm, we are not affiliated with any bank, insurance company or investment company. By being independent we eliminate any conflict of interest that can arise from controlled by another entity.