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

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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