Security First Asset Management

At Security First Asset Management, we empower individuals to achieve financial clarity and secure their retirement. Our team of experienced professionals offers personalized financial guidance and comprehensive solutions to help you navigate every phase of your financial journey.

What Sets Us Apart

Our approach to financial planning is client-centered, prioritizing understanding your unique goals, concerns, and financial situation. We leverage an array of tools and resources to deliver tailored solutions that address your specific needs.

Retirement Planning

• Comprehensive plan development encompassing income planning, legacy protection, estate planning, and Social Security optimization.
• Personalized review and optimization of pension plans, IRAs, and other retirement accounts.
• Tax-efficient investment strategies to maximize your retirement savings and growth potential.

Asset Management

• Customized portfolio construction based on your risk tolerance, goals, and financial situation.
• Active portfolio management to ensure your investments align with your evolving needs and market conditions.
• Regular review and adjustment of your portfolio to maintain optimal performance.

Income Planning

• Development of a sustainable and reliable income stream for your post-retirement years.
• Analysis of your income sources and expenses to create a balanced and secure financial plan.
• Implementation of strategies to maximize your Social Security benefits and other retirement savings.

Estate Planning

• Creation of a comprehensive estate plan that ensures the smooth transfer of wealth to your loved ones.
• Review and maximization of life insurance coverage to protect your assets and provide financial security for your beneficiaries.

Additional Services

• Personalized risk assessment to determine your investment risk tolerance.
• Financial education and guidance on various financial topics through blogs, podcasts, and workshops.

Our Team

Our team of experienced professionals is dedicated to providing exceptional guidance and personalized solutions to our clients. Led by President and CEO Daniel NeSmith, we have extensive knowledge and expertise in all aspects of financial planning and wealth management.

Our Commitment

At Security First Asset Management, we believe in building lasting relationships with our clients. We are committed to providing clear communication, prompt responses, and transparent reporting throughout the planning process and beyond.