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Secure

Secure Financial Group Partners

Secure Financial Group and its associated family of companies is committed to helping our clients and financial professionals reach their financial and business goals. A multi-disciplined, client-centric approach to providing comprehensive financial and insurance services provides you and your clients with a comfortable, convenient experience.

Grow your business by partnering with Secure Financial Group. Today's consumers appreciate when their investment professional can take care of all of their planning needs. Help meet your clients' needs by providing answers to their questions or referring them to your colleagues in the Secure Group Family. Secure Financial Group is committed to assisting independent financial advisors grow their business. We will work together to create a business plan that will increase the number and size of your clients.

Services

As a Secure Financial Group Partner, you will remain an independent financial professional while gaining a support team including:

Branding & Marketing

  • Customized Brand Development
  • Comprehensive Marketing Plan

Technology

  • Salesforce
  • Orion
  • eMoney

Secure Case Design

Financial Plan Analysis

  • Advisory World
  • Riskalyze
  • Retirement Analyzer
  • Investment Comparison and Planning
  • Portfolio Analysis & Comparison Report
  • Fixed Income Bond Strategies
  • Legacy Planning
  • Stretch IRAs
  • LTC
  • Lifetime Benefit Rider Comparisons
  • Life Insurance Illustrations:
  • Term
  • Guaranteed Indexed Universal Life
  • Indexed Universal Life
  • Disability
  • Estate Planning
  • Second-Opinion
  • Homeowners/Property & Casualty
  • Tax Analysis
  • Mortgage Analysis

Operations & Compliance

  • Secure Asset Management, LLC (RIA)
  • Compliance Support
  • Administrative and Back-Office Support
  • Dedicated Transition and Onboarding Services

SFG Platform & Coaching

Access to the Secure Financial Group platform and services. Personalized coaching from a leading industry advisor.

For additional information please complete the following information and we will reach out to you:

Feel free to call us at 248-435-0400 and request to speak to a team member of Secure Financial Group