Security First Financial

Specialties

Full Service Fiduciary Financial Advising Firm–

Will & Trust Package $ 395(with affiliated Attorney)

Retirement Planning

Social Security Planning

Tax Free Retirement Strategies

IRA & 401k Rollovers

Managed Money

Best rates on Life Insurance & Annuities

Financial Advice & Solutions

Meet the Business Owner

Jeremy D.

Business Owner

When Jeremy, founder Security First Financial,

meets a new client he doesn’t see a stranger, he sees a

family member. «I like to feel like I’m helping my mom or

dad,» he says. «If they’re younger, I want to feel like they’re

my brother or sister. I only offer solutions I would offer to

my own family.»

While every client has unique needs, there are some

universal concerns Jeremy addresses often. «When I meet

them, many of my clients are worried about running out of

money in retirement or making the right move to

maximize their Social Security payout,» he says. «I help

them sort through their options so they are confident in

the decisions they make.»

Jeremy also encourages clients to take a macroeconomic vs.

microeconomic view of their nancial future. «You have to

look at the end game in order to make the decisions for

today,» he says. «Every decision you make affects the other

decisions in your financial world.