Securities & Investment Advisors: Portfolio & Retirement Solutions

Securities & Investment Advisors, Inc.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? Chances are it's been a while. And if it's been a while...it's time to talk.

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... no copy here ...

One-size-fits-all financial blueprints? Not here.

Your goals are our goals. We take on a "family" approach and work as a team, with you, to prepare a fully customized financial roadmap to ensure we can help you, your family or business work toward all your life goals.

Who We Are

Who We Serve

Our focus and commitment lies in providing comprehensive services to individuals and families, the everyday professional, small business owners and the customized and specialized planning needs for Women.

Retirement

A retirement roadmap to pursue your goals

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Small Business Owners

Supporting small businesses

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Everyday Professionals

Make your money work

for you

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Women

Understanding your distinct needs

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How can we help?

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call and initial consultation to see how we can help you meet your goals. A short call is all you need to get started.

Make an Appointment

Your Money. Our Know-How.

Whether you’re a first-time investor, reimagining your retirement, facing a life change or anything in between, you need a team of professionals in your corner. We pride ourselves on our mantra of being Life Planners, that is why it is our goal to help you plan for all aspects of life.

Retirement

Make a plan and keep it on track

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Money

How to make your money work for you

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Investing

Goal-setting, cash flow, and risk management

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Estate Strategy

Plan for every phase of life

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As Simple As 1, 2, 3

STEP

1

Initial Appointment

This first meeting is a conversation where we get to know each other. We want to know what brought you here today, get to know you and your family, and learn your current needs and future goals. We want to understand the big picture of your life to make sure all of your needs are being met. That is why we consider ourselves life planners—to make sure all aspects of one's life work together. This initial appointment is complementary.

STEP

2

Proposal Appointment

This meeting will take place a few weeks after our initial conversation. We will recap the first meeting and then review the retirement/planning strategy we customized for you. Everything will be reviewed in detail from the illustrations we put together to the fees associated with each recommendation. Asking questions is important during this meeting to make sure we are all on the same page and you understand each process. If you feel comfortable at this stage we can begin signing any paperwork needed for you to become a client and for us to implement each strategy.

STEP

3

Signing Appointment & Implementation

This is where we will review each strategy again and have you sign any necessary paperwork (if this was not done previously). Once you become a client, we will schedule a follow-up appointment within 3-4 months. Here we will show you your consolidated statement and deliver your Personal Financial Policy Statement detailing every aspect of your financial picture – we use this as our ongoing roadmap. We will then meet with you regularly to review your accounts and to make sure everything is constantly up to date so we can be sure your plan is working for you at all times. We encourage you to call us at any time if there have been any changes to your life so that we can make any necessary modifications.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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