1202 Hillcrest Parkway Suite B Dublin, GA 31021

Financial Planner Dublin, GA

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.

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

Daniel
NeSmith

President

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, …

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…

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. 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…

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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