top of page
Family in Field
AdobeStock_927156542.jpeg

Our Clients

New Here?

We're here to help! At Financial Security Management, we proudly serve a diverse range of clients, each with unique financial needs and goals. Whether you're a teacher, first responder, independent contractor, or someone from any other walk of life, we are dedicated to helping you navigate your financial journey. Our clients seek to better understand their finances and develop strategies tailored to their financial goals.

 

We specialize in empowering individuals who are committed to improving their financial wellbeing. If you’re open to expert guidance and motivated to take actionable steps towards achieving your financial goals, we’re here to provide the support you need. From budgeting and investing to retirement planning and debt management, we tailor our services to help you succeed—no matter where you are in your financial journey.

Note: We currently offer tax preparation services exclusively to our established financial clients. If you're already working with us on your financial planning, we'd be happy to assist with your tax needs as well.

We Serve 

Clients facing life situations including:

  • Death of a family member 

  • Career change or job transition 

  • Retirement Planning

  • Saving for a New Home

  • Older clients seeking financial guidance for the first time

  • Younger clients who have time on their side and may not typically have access to professional advice 

  • And more...

​

Two people hiking in the woods
A family walking through long grass
An elderly couple sitting on a dock watching the sunset

Who we don't serve:

  • Individuals seeking high-risk investments, such as cryptocurrency or speculative assets like gold 

  • Those not open to receiving personalized financial guidance 

  • Clients looking for purely transactional, short-term advice 

  • Individuals dealing with unresolved back taxes 

​

Trying to determine if we're a good match? Give us a call at (303) 988-1411. We are happy to have a conversation to see how we can help.​

Our Fees

We don’t have a strict minimum to get you started on your Financial Journey with FSM. We value those who value financial education and have a positive posture about money management. We believe in working alongside those who are committed to their financial futures and building long-term partnerships. For more information about our financial & tax fees, please click below.

Our tailored approach to financial planning ensures that each client receives personalized guidance to navigate their unique financial journey. Whether it's planning for retirement, saving for a child's education, or investing in a dream home, our team is dedicated to helping our clients achieve their financial aspirations with confidence and peace of mind. At Financial Security Management, we provide financial guidance to help clients make informed financial decisions for their future

two people working together at a table with a computer

Partnerships

By building a strong relationship with your Advisor and the dedicated team supporting them, you are not just a client but a valued member of our financial family. Our collaborative efforts help us to provide you with personalized solutions that cater to your unique needs and goals. From managing your investments to planning for your future, we are all committed to supporting you every step of the way. So feel free to reach out, ask questions, and engage with the entire FSM team - because your financial success is our collective priority. Together, we can achieve great things.

Have questions?

Let's get in touch! Send us a message and someone from our team will get back with you shortly!

Call: (303) 988-1411

Visit the Office: 
2535 S Lewis Way Suite 201
Lakewood CO 80227

By submitting your information, you are consenting to receive electronic communication from Financial Security Management and its representatives.

Thanks for submitting!

bottom of page