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Helping you pursue your retirement goals. The financial world is constantly changing. Identifying strategies and investing for a secure retirement is not easy. That's where our team of professionals comes in. Our Commitment to Results. Get to know our approach. This way to a secure retirement. Bring our professionals to your planning.
Tax Planning
http://www.securityfirstfinancial.net/Tax_Planning.html
Experience our tax planning pros. We offer comprehensive tax planning consultations, and services for individuals, families, and businesses through our alliances with tax professionals specializing in tax planning strategies that help minimize taxes for clients over the course of their lifetimes. Our affiliate strategic tax planning specialists in conjunction with our financial advisors offer the following:. 1040 tax optimization reports to unlock potential tax savings. Net-unrealized-appreciation (NUA) ...
Financial Planning
http://www.securityfirstfinancial.net/Financial_Planning.html
Bring our professionals to your financial planning. We leave no stone unturned when we take you on as a client. Depending on your needs, we'll perform any or all of the following:. Third party analysis of your current investments, including risk assessments. Thorough analysis of your financial plan's strengths and weaknesses. Competitive analysis of strategies that could improve your financial plan and outcome. Guarantees for conservative investors. Guaranteed monthly retirement income for life. Guarante...
Financial Professionals
http://www.securityfirstfinancial.net/Financial_Professionals.html
Our team of financial pros. Sheila Markesteyn is founder and president of Security First Financial. Security First Financial has a strategic alliance with, Gradient Investments, LLC., and Gradient Insurance Brokerage, LLC. Our Team of financial professionals work together to serve clients' needs. Wayne Schmidt, CFA serves as Chief Investment Officer at Gradient Investments, LLC. Wayne earned his Master of Business Administration in Finance from the University of Minnesota and a Bachelor of Science from C...
Estate Planning Pros
http://www.securityfirstfinancial.net/Estate_Planning_Pros.html
Our team of estate planning pros. Attorney and Counselor at Law. Dedicated to community service, Richard Flanders is a member of the Rotary Club of Pleasanton North, California; and served as President of the Rotary Club of San Ramon Valley, CA for the year 2001-2002. Richard serves clients in his private practice, as well as through financial professionals with whom he has formed a strategic alliance through The Estate Planning Source. Attorney and Counselor at Law. James P. White.
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Helping you pursue your retirement goals. The financial world is constantly changing. Identifying strategies and investing for a secure retirement is not easy. That's where our team of professionals comes in. Our Commitment to Results. Get to know our approach. This way to a secure retirement. Bring our professionals to your planning.
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