prosperous,
long-term
Secura builds prosperous,
long-term relationships with clients.
prosperous,
long-term
Secura has built prosperous,
long-term relationships with
over 3,000 clients.

Secura Financial Group​

Secura Financial Group is a financial planning organization that was formed in December 2003

The partners and advisors of Secura Financial Group have a combined experience of advising clients in the investment and insurance industry of more than 100 years.

Helping clients be clear about their values, needs and wants is the mainstay of our work. With this understanding we are able to craft solutions that add value to the lives of our clients.  We do this with a keen interest in using the most tax efficient strategies to help our clients keep as much of their hard earned money in the hands of those most important to them – their families and the causes that are near and dear to them.

Secura Financial Group has established relationships with a variety of financial specialists, accountants, lawyers and industry experts. The result is a well-rounded team that can tackle even the most complicated financial challenges. Secura Financial Group is a team of professionals dedicated to providing professional financial planning to business owners, professionals, retirees and families.

Secura Financial Group works best with clients who consider wealth the means by which to secure an enjoyable, rewarding, well-rounded life. Our clients realize the value of professional advice and are willing to delegate day-to-day financial decisions to a group of trusted professionals.

1994
1994

Ray manager to Pat/Jeff with London Life

1998
1998

Jeff & Pat first discussed their own firm

2003
2003

SFG incorporated

2007
2007

First year of SFG annual golf tournament

2013
2013

$100 MM Assets Under Management

2014
2014

Built new office building

2016
2016

Stock offering available

2020
2020

Addition of In-House Portfolio Manager

2021
2021

$200 MM Assets Under Management

2023
2023

$300 MM Assets Under Management