Our Services and Products

Services

We offer comprehensive financial planning and wealth management services, as well as investment and insurance that are designed to help you reach your short- and long-term objectives.

We know that if you are considering a new investment vehicle, it can be unsettling. But learning anything for the first time is sometimes a question of learning the language. We believe we have extensive financial knowledge that would benefit you, and we can help you learn it. Through our meetings either in person or on the phone, we hope you will see how our services help you learn as you grow.

We take a step-by-step approach to make sure you are comfortable with our recommendations. As we build your financial plan, and move you from wealth building to wealth management, we provide a variety of services, and hope you see them as welcome signposts on your journey to financial freedom.

Investment Counseling
Insurance Recommendations
Portfolio Management
Estate Planning
Retirement Planning
Tax Planning with your Accountant and/or CPA*
Cash Flow Management
Liaisons to Attorneys, CPAs, and other Specialists

*Tax and legal advice is not offered by Secura Financial or Crown Capital Securities, L.P.

Products

We typically employ a wide array of investment vehicles and protective insurance products to create a financial plan for our clients. We’re here to help you not only understand what you’re buying, but also to see how each product fits in your portfolio and in your plan. Don’t be afraid of this list but do be aware that there are even more products in each of these categories!

Investment Products*

Mutual Funds
Exchange Traded Fund
Individual Equities (Stocks)
Fixed Income Products (Bonds)
Money Managers & Wrap Fee Programs
Real Estate Investment Trusts
Business Development Companies
Oil & Gas Programs
Tenants in Common Products
DSTs (Delaware Statutory Trusts)

*Some investment products may require minimums to invest and certain financial profile criteria to be met in order to qualify as an investor.

Insurance Products

Life
Long-Term Care
Universal Life
Indexed Universal Life
Variable Universal Life
Variable Annuities
Fixed & Index Annuities
Disability
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