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1202 Hillcrest Parkway Suite B Dublin, GA 31021

Financial Planner Dublin, GA

Connect with an Advisor Today

Comprehensive Retirement Planning

Our experienced team will guide you through various retirement plan components, including:

  • Income Planning
  • Legacy Protection and Estate Planning*
  • Social Security Income
  • Pension Plan Review and Optimization
  • Roth IRA and Roth conversion strategies**

*Our firm does not offer legal or tax advice. Consult your legal or tax advisor regarding your situation.

**A ROTH Conversion is a taxable event that may not be right for everyone. Consult your tax advisor regarding your situation.

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Services

Riskalyze Risk Assessment
Riskalyze Risk Assessment
Riskalyze Risk Assessment

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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Private Wealth Manager Macon GA
Income Planning
Private Wealth Manager Macon GA

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 Dublin GA
Estate Planning
Estate Planning Dublin GA

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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Whole Life Insurance Dublin GA
Life Insurance
Whole Life Insurance Dublin GA

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 Dublin, GA
Social Security Optimization
Social Security Optimization Dublin, GA

Social Security Optimization

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

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Daniel NeSmith - Shayna fossum - Chad Payne
Comprehensive Retirement Planning
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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Asset Management Services Macon GA
Asset Management
Asset Management Services Macon GA

Asset Management

Entrust your assets to our experienced team for comprehensive management. We focus on optimizing returns and mitigating risks through strategic portfolio allocation, diligent research, and ongoing monitoring to help grow and preserve your wealth.

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Our Advisors

Welcome to Security First Asset Management, where teamwork, expertise, 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/CEO

Daniel
NeSmith

President/CEO

Daniel, our President, specializes in 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 …

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

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

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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 experience 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 expertise 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 experience to Security First Asset Manageme…

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

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Jonathan Gilbert

Wealth Advisor

Jonathan
Gilbert

Wealth Advisor

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. He has a Series 7 License, Series 66 License, Life License, and Variable Products License.

Jon grew up in Cochran, GA. He married his wife, Savannah, in 2019. The…

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…

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Client Stories

Charlie & Bettye
Charlie & Bettye
May 2023

“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.

KAYE & AL
Kaye & Al
April 2023

“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.

Contact Us

If you want to schedule an appointment or have any questions, fill out the form below and click “send” once you’re finished. Our team will try and get back to you as soon as possible!

FAQ

Where Do I Begin?

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.

Why Choose an Independent Financial Advisor?

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.

Are you a Fee-Only or Fee-Based Advisor?

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.

Asset Management Company Dublin GA

Your Asset Management Professionals Serving Dublin, GA

At Security First Asset Management serving Dublin, GA, we offer asset management guidance through a financial advisor from our team who can help you work toward your goals when it comes to retirement income, investments, estate planning, and more. You can rely on our knowledge and experience to help ensure you have plenty of financial resources available to realize your retirement goals.

Retirement

The various elements of retirement planning to consider include Social Security income, IRAs, pension income, other income, 401ks, risk, and more. A certified wealth management professional from our team will work with you to develop and implement a retirement plan to help you sustain your standard of living and enjoy your hobbies, traveling, or other activities you want the freedom to engage in during your golden years.

Investment

A certified financial planner from our team can analyze your investment portfolio’s level of risk, determine your comfort level with that level of risk during market instability, evaluate your portfolio’s past performance, and implement an investment strategy.

Estate

The estate planning process we offer helps you arrange your assets in preparation for when they pass down to your loved ones or another entity, such as a charity. The financial advisors in our group, including estate planning attorneys, insurance professionals, and tax professionals can help you develop an estate plan tailored to your needs and wants.

Security

We provide you with a financial planner and consultant who can assist you with financial strategies for your retirement years, helping you receive Social Security benefits, including any government pension offsets, spousal benefits, or family benefits, etc. We can also explain to you the benefits and disadvantages of taking Social Security early or later.

Contact an Experienced Financial Advisor

To learn more about the asset management services we offer for Dublin, GA residents, call us today at 888.488.1871, or send us a message using our contact form.

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