Our goal is to help you experience the benefits of a healthy relationship with your finances.
How We're Different
Our Holistic Approach to Financial Planning
Since 1995, Financial Security Management has been serving families, individuals, and small businesses by offering strategic planning and educational opportunities in investment management and tax preparation services. By leading with honest guidance and genuine care, we strive to employ a holistic approach to supporting our clients during every stage of life, so that they feel authentically cared for.
Financial Goal Setting
Together, we define and plan for your financial goals—both short-term and
long-term—by outlining clear steps, tracking progress, and guiding your
spending, saving, and investing in support of your broader financial objectives.
Retirement Planning
Together, we assess what it looks like to prepare for retirement by discussing
saving, investing, and making informed decisions aimed to help you
maintain your lifestyle and cover expenses when you're no longer working.
Life Changes
Together, we discuss what it looks like to navigate both expected and
unexpected life changes through guidance and support so that your financial
decisions stay aligned with your long-term goals.
Tax Planning
Together, we explore tax implications, tax-saving strategies, and prepare your
tax returns—helping you make thoughtful financial decisions, improve tax
efficiency, and avoid penalties.
Investment Management
Together, we work with you to manage your investment portfolio so that
any asset allocation, diversification, and ongoing adjustments continue to
support your goals and adapt to changing conditions.
Risk Management
Together, we review your Investment Risk Tolerance Assessment to align
your portfolio with your risk comfort level and apply strategies that support
your long-term financial goals.
What We Do
We aspire to be your trusted partner in finance by knowledgeably and thoughtfully guiding you towards financial wellness.
Our Mission
A Culture of Congruency
Our culture is all about creating an environment where everything feels authentic, reliable, and true to the our identity: demonstrating integrity, serving selflessly, and creating impact for everyone everywhere. Learn about where we came from, what we value, and how we intend to grow over the years to come.
