Securing your future with simple yet effective retirement plans specifically tailored to your needs.

About Us

Our Mission

At Security First Asset Management, our mission is to prioritize education above all else. We firmly believe in simplifying investing by providing ongoing learning opportunities from our initial meeting and throughout our partnership with you and your family. By empowering you with knowledge, our goal is to facilitate informed decisions that help protect your wealth, prepare you for retirement, and effectively manage risks. With a strong emphasis on education, exceptional service, and extensive experience, we are committed to being the trusted financial advisor you can rely on. Discover the Security First difference and embark on a path to thriving in retirement, not just surviving.

How We Serve

Goal-Oriented Financial Planning

Goal-Oriented Financial Planning

We follow a client-centered approach, aiding clients in identifying their financial aspirations and working proactively to bring these within reach. Our system helps clients not only survive but thrive in all life phases.

Focus on Retirement Income Planning

Focus on Retirement Income Planning

Our team prioritizes retirement income planning strategies, aiming to create a sustainable income stream for clients during their retirement. This commitment reflects our dedication to aiding clients in achieving financial security.

Commitment to Education and Ongoing Support

Commitment to Education and Ongoing Support

We deeply value education, offering continuous learning opportunities to clients to simplify investing. At Security First, we are dedicated to ongoing support to help you make sound financial decisions throughout your journey with us.

World-Class Service with Confidence

World-Class Service with Confidence

At Security First, we provide world-class, high-quality service to enhance the client experience, developing a positive client-advisor relationship. We express confidence in our service and wealth of experience, making us a reliable choice for all your financial management needs.

Our Team

At Security First Asset Management, we believe in the power of teamwork to bring a fresh perspective and greater benefits to our clients. With our experienced professionals, we have assisted numerous individuals facing similar issues and concerns as you. Our focus is on creating a personalized approach tailored to your unique situation.

We’re always here to guide you through the questions you might have, such as whether early retirement is feasible, if your investments are performing optimally, the best approach for saving for college, the key elements of a sound estate strategy, or if your family has sufficient life insurance coverage.

Join Our Team

Join The Team

If you’re looking for a place to work where what you do really matters, consider joining our team of local advisors at Security First Asset Management. Our company has been helping people find the perfect solution for their retirement plans. As a family-owned and operated business, we love to remind ourselves that we’re just one family helping serve other families.

We are passionate professionals committed to empowering our clients and ourselves through ongoing learning. As part of our team, you’ll be instrumental in helping our clients confidently navigate their financial path. We believe in staying connected, keeping our clients informed, and appreciating their trust in us. To help us make a difference, join our team today!

Join Our Team
Security First Asset Management - Our Team

Contact Us

Have a question or need assistance? Fill out the form below, and our team will promptly get back to you. From financial guidance to investing, retirement planning, and risk management, we’re here to support you in achieving your financial goals.