About SECURITY FINANCIAL ADVISORS,LLC
SECURITY FINANCIAL ADVISORS,LLC (SFA) is a highly renowned financial advisory firm that has been serving clients for over 20 years. Founded in 2001, SFA has established itself as a leading expert in the financial industry, providing top-notch financial advice and solutions to individuals, families, and businesses across the nation.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning and investment management services
- Expertise in various financial areas, including retirement planning, tax strategies, and estate planning
- Comprehensive analysis and review of clients’ financial situations to provide tailored solutions
Facts and Insights
SFA has been recognized for its exceptional services, receiving numerous awards and accolades from various industry publications. The firm is also proud to have a team of highly experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15+ | 20+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning and strategies
- Estate planning
- Insurance solutions
- Education funding
- And more
Client Types
- Individuals and families
- Businesses and organizations
- High-net-worth individuals
Fees & Compensation
SFA operates on a fee-only structure, which means that the firm is compensated by a percentage of the client’s assets under management. Clients can trust that the firm’s advice and recommendations are not biased by any commissions or hidden fees.
Background
SFA was founded by a team of financial professionals who were passionate about helping clients attain financial security and success. Since its inception, the firm has been dedicated to providing clients with unbiased, customized financial solutions to help them achieve their short-term and long-term goals.
Financial Advisor Disclosures to Know
SFA prides itself on maintaining transparency and honesty in all of its dealings with clients. As such, the firm adheres to all necessary regulatory and legal requirements, including providing clients with any disclosures or potential conflicts of interest.