Financial Security Advisors Information

Welcome! Here's what sets us apart from other financial advisory firms: We provide FEE-ONLY FINANCIAL PLANNING, which means we do not accept commissions. Our approach involves COMPREHENSIVE financial planning, not just investment management. Our PROFESSIONAL-TO-CLIENT ratio is TWICE the INDUSTRY AVERAGE. Twice the usual number of experts are working on each client. We meet personally with each client twice each year: once to review investments and the second time to review their financial plan. In between these face-to-face meetings, we meet with our clients by phone at least twice each year. Our fees are significantly below the industry average on larger portfolios. The result? Satisfied clients! In our 2011 client survey, 100% of clients responding said they were happy with our overall service. In our investment management area, 100% were either satisfied or very satisfied, and in our financial planning services, 99% of our clients responding indicated they were either satisfied or very satisfied.