Our goal is to help you experience the benefits of a healthy relationship with your finances.
How We're Different
Our Holistic Approach to Financial Planning
Since 1995, Financial Security Management has been serving families, individuals, and small businesses by offering strategic planning and educational opportunities in investment management and tax preparation services. By leading with honest guidance and genuine care, we strive to employ a holistic approach to supporting our clients during every stage of life, so that they feel authentically cared for.

Financial Goal Setting

Together, we identify and plan for specific financial objectives you want to achieve. The process involves clearly defining both short-term and long-term goals, determining the necessary steps to reach them, and tracking progress along the way. Processing these goals will help prioritize your spending, saving, and investing, ultimately supporting our clients towards their financial goals.
Retirement Planning

Together, we asses what it looks like to prepare financially for the period in life when you will no longer be working. We have conversations around setting aside money, investing, and making strategic decisions to help ensure you have enough resources to maintain your lifestyle and cover expenses during retirement.
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Life Changes

Together, we discuss what it could look like to navigate life changes. Our Advisors provide both guidance and emotional support to ensure that financial decisions align with long-term goals. Life changes—whether expected (like marriage, buying a home, or retirement) or unexpected (like job loss, divorce, or death of a loved one)—can have significant financial implications.
Tax Planning

Together, we work to understand possible tax implications and identify tax-saving strategies. When it comes to tax planning, our goal as a firm is to help individuals and businesses make more informed financial decisions, maximize savings, and avoid penalties. ​​​
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Investment Management

Together, we determine what it looks like to manage your investment portfolio to support your goals around wealth, managing risk, and achieving financial objectives. It involves strategic decision-making around asset allocation, diversification, security selection, and regular portfolio adjustments based on changing circumstances and market conditions.
Risk Management

Together, we review your Investment Risk Tolerance Assessment to identify, assess, and mitigate potential risks that could impact your financial goals or portfolio. We use risk management strategies to help align investment decisions with your risk tolerance and support your long-term financial objectives.​
What We Do

A Culture of Congruency
Our culture is all about creating an environment where everything feels authentic, reliable, and true to the our identity: demonstrating integrity, serving selflessly, and creating impact for everyone everywhere. Learn about where we came from, what we value, and how we intend to grow over the years to come.
