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4875 North Riverside, Suite 110 Macon, GA 31210

Financial Planner Macon, GA

Connect with a Financial Planner

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, 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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Riskalyze Risk Assessment
Private Wealth Manager Macon GA
Income Planning

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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Private Wealth Manager Macon GA
Estate Planning Dublin GA
Estate Planning

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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Estate Planning Dublin GA
Whole Life Insurance Dublin GA
Life Insurance

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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Whole Life Insurance Dublin GA
Social Security Optimization Dublin, GA
Social Security Optimization

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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Social Security Optimization Dublin, GA
Comprehensive Retirement Planning

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

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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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.

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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.

What financial planning services do you offer in Macon, GA?

Security First Asset Management provides financial planning services for individuals and families in Macon, GA, including retirement planning, investment planning, income planning, estate planning strategies, and Social Security planning. Services are personalized based on each client’s goals and financial situation.

Ashley Boland – Administrative Assistant

Financial Planning Professionals Serving Macon, GA

Security First Asset Management provides financial planning services for individuals and families in Macon, GA. Our team helps clients with retirement planning, investment planning, income strategies, and long-term financial decision-making through a personalized and transparent planning approach.

Retirement Planning

There are many components to retirement planning, such as income, risk, Social Security and pension income, IRAs, 401ks, and more. A private wealth manager from our team can help you manage your standard of living and enjoy other pursuits, such as traveling or hobbies, throughout your golden years.

Investment & Financial Planning

A wealth management advisor can evaluate the risk level of your investment portfolio, determine its performance, and evaluate your degree of comfort with its risk level, if the market becomes more unstable.

Estate Planning Strategies

The process of estate planning helps you position and assign your assets for when they will eventually be passed on to your loved ones. We help you create an estate plan with help from our network of financial advisors.

Social Security Planning

A professional financial consultant from our team can help you understand your Social Security benefits and overall financial well-being during retirement, including family benefits, government pension offsets, spousal benefits, and more. We can also help you understand the pros and cons of choosing to take Social Security as early, or late, as possible.

Contact a Financial Planner in Macon, GA

To learn more about the personal financial planning services we offer at Security First Asset Management in Macon, GA, give us a call today at 888.488.1871, or send us a message through our contact form.

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