Focused Retirement Strategies

Welcome to The Securus Financial Group
Employer?
We are an independent financial services firm focused on helping you redefine what your retirement plan should be. We are experienced in developing and delivering customized retirement plan solutions. We are specialists, saving you time, money and resources while enhancing your employees' perception of the benefits you provide.

Personal?
Tired of the cookie cutter approach to your financial well being or going it alone? Our group helps individuals and families establish and pursue their short and long-term financial goals with uncommon financial intelligence.
 
If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the financial markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).
 
If you're not currently acquainted with our firm, welcome. We've established this Web site as a way for you to get to know us and understand how we can help you. We strive to get you to that point where you don't have to worry about whether your money is doing right by you.
 
We appreciate your interest in Securus Financial Group, and sincerely look forward to serving you.
 
Securus Financial Group was established with a solitary mission: clients' needs first.
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

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