We help you identify all the pieces to your retirement puzzle & strive for simplicity in an otherwise complex world.

Your Hometown Financial Advisor

Riskalyze Risk Assessment

Riskalyze, a cutting-edge risk assessment tool, provides a thorough evaluation of your investment risk tolerance. By understanding your risk profile, we can develop a personalized investment strategy that aligns with your goals and comfort level to help ensure your investments are tailored to your unique needs.

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Income Planning

Our income planning services are designed to help you create a sustainable and reliable income stream during your retirement years. We work with you to understand your financial goals, analyze your income sources, and develop a customized plan that maximizes your income potential to help ensure a comfortable and worry-free retirement.

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Estate Planning

We understand the importance of protecting and preserving your assets for future generations. Our professionals work closely with you to develop a comprehensive plan that minimizes taxes and facilitates a smooth transfer of wealth, helping to ensure your wishes are carried out.*

*Our firm does not offer legal or tax advice. Consult your legal or…

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Life Insurance

Security First Asset Management provides customized life insurance solutions to meet your unique financial needs, helping to protect your loved ones, legacy planning, and estate considerations. Our experienced team simplifies the intricacies of life insurance, guiding you toward the ideal coverage for your situation.

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Social Security Optimization

Maximizing your Social Security benefits is crucial for a successful retirement. At Security First Asset Management, we focus on Social Security optimization strategies that help you make informed decisions about when and how to claim your benefits.*

*Our firm is not endorsed by or affiliated with any government agency.

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Daniel NeSmith - Shayna fossum - Chad Payne

Comprehensive Retirement Planning

With our experienced team, we’ll guide you through a personalized retirement plan, considering your unique circumstances and goals to help ensure a comfortable and fulfilling retirement plan.

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Our Advisors

Welcome to Security First Asset Management, where teamwork, experience, and personalized solutions converge. We are thrilled to share the remarkable achievements of our dedicated advisors. Their vast experience, unwavering commitment, and deep knowledge of the financial landscape empower them to provide exceptional guidance and support to our valued clients.

Daniel NeSmith

President

Daniel
NeSmith

President

Daniel, our President, focuses on pre- and post-retirement planning, with a strong focus on income-producing assets, tax-efficient investments, securities, and annuities. Drawing from his background as an educator, he shares his extensive knowledge of IRS distribution options, working diligently to help individuals maximize their retirement benefits while minimizing taxes and fees. Daniel’s dee…

Daniel, our President, focuses on pre- and post-retirement planning, with a strong focus on incom…

Daniel, our President, focuses on pre- and post-retirement planning, with a strong focus on income-producing assets, tax-efficient investments, sec…

Chad Payne

Wealth Advisor and Chief Operating Officer

Chad
Payne

Wealth Advisor and Chief Operating Officer

Chad, our Chief Operating Officer, brings a wealth of knowledge to Security First Asset Management, having started his career in the financial services industry in 1995. Over the years, he has assisted numerous individuals in meeting their investment and insurance needs. Chad’s experience lies in pre- and post-retirement planning, particularly in income-producing assets. He also possesses exten…

Chad, our Chief Operating Officer, brings a wealth of knowledge to Security First Asset Managemen…

Chad, our Chief Operating Officer, brings a wealth of knowledge to Security First Asset Management, having started his career in the financial serv…

Shayna Fossum

Wealth Advisor

Shayna
Fossum

Wealth Advisor

As a compassionate and dedicated Wealth Advisor, Shayna believes in crafting financial plans that encompass all aspects of a client’s life, offering a fulfilling retirement experience. She advocates for money practices that help protect and preserve the principal while allowing for moderate growth, which is crucial as you approach retirement. Shayna tailors investment options based on each clie…

As a compassionate and dedicated Wealth Advisor, Shayna believes in crafting financial plans that…

As a compassionate and dedicated Wealth Advisor, Shayna believes in crafting financial plans that encompass all aspects of a client’s life, offerin…

Jonathan Gilbert

Wealth Manager

Jonathan
Gilbert

Wealth Manager

Jon joined the Security First Team in March 2022 while still a college student. Jon graduated from Middle Georgia State University in August of 2022 with a Bachelor’s in Business Management with a concentration in Financial Economics. Since graduation, Jon has been working on getting licensed to become an advisor. He currently has his Series 7 License and Life License.

Jon grew up in Cochran, G…

Jon joined the Security First Team in March 2022 while still a college student. Jon graduated fro…

Jon joined the Security First Team in March 2022 while still a college student. Jon graduated from Middle Georgia State University in August of 202…

“We have referred some of our friends and co-workers to Security First in the past, and we expressed that they are really down-to-earth people; tell them to compare to other companies… that they have been looking into, and they’ll see that this is a pretty reputable company.”*

*This testimonial was given by a current client of our firm. This testimonial is for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.

“We received a flyer in the mail, and we were already with another company, but I didn’t feel real comfortable every time we went in for our financial meeting with our advisor. So when we got this mailer, it was like, “Let’s go try them; let’s see how we feel.” And we felt warm and comfortable right from the get-go… it wasn’t about them, it was really about us.”*

*This testimonial was given by a current client of our firm. This testimonial is for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.

FAQ

Our first step is an initial inquiry. Using our “Contact Us” page, you can file any questions you might have and send them straight to our team. After we receive your requests, we’ll discuss your financial needs and how we can assist you.

With an SFAM Independent Financial Advisor, you’ll get all the professionalism of a typical full-service advisor without high-pressure sales tactics. This allows you to get personalized advice and services that are personalized to your needs.

Fee-only financial planning means the advisor is compensated solely by the client. Other financial professionals may receive a commission if they recommend a specific investment, mutual fund, or insurance product. At Security First, we prioritize your best interests by offering both fee-based and commission-based solutions. This means we have the flexibility to recommend the approach that works best for you.