At Security First Asset Management in Macon, GA, a certified financial advisor from our asset management group can help you understand the potential of your retirement, investment, estate planning, and income portfolio, helping you better plan for your retirement years.
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.
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.
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.
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 an Experienced Financial Advisor
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.