Secura has built strong, long-term relationships with over
Here’s what they have to say…
Working with Pat Murphy and Secura Financial Group has been an extremely beneficial process for us. Over the last several years, Pat has enabled our transition from students to young professionals using his personalized and comprehensive Wealth Optimization Process. We greatly appreciate the integrity and professionalism Pat has demonstrated in helping us create investment and insurance portfolios that afford us an invaluable peace of mind.
We have found the process that Jeff has taken us through to be very thorough and educational and it has helped immensely in getting us organized and on track with our planning. He has integrated our corporate and personal planning so we can build our portfolio and then protect it in the most efficient manner. Having our binder (financial plan), gives us peace of mind that we have a plan and we know what it means for our future and our family. We would definitely recommend working with Jeff and Secura Financial Group
Our experience working with Pat Murphy over the years has been tremendous. His approach to planning is methodical and very educational. We are very grateful for his help, and would highly recommend Secura Financial Group’s services to anyone.
Working with Jeff Hancock has helped us to feel much more comfortable with our investments and finances. Jeff has taken the time to understand what is important to us and helped us develop a plan so we know how much we can comfortably spend, so we can enjoy doing what we want and know that we should always be ok. Jeff is always available to review our plans and investments with us, but if we ever have a worry or concern Jeff is there to talk with us and we always feel much better after our meetings. He does an excellent job of explaining things in a simple and direct way that relates to our situation. We are always happy to recommend Jeff to our family and friends without hesitation
I had the pleasure of working with Pat Murphy recently when reviewing options related to an insured asset transfer product. He spent a considerable amount of time explaining the product and developing the scenarios. I liked his conservative approach and his level of detailed analysis into my own financial situation and ultimately he helped me choose the right product at the right price-point. This is not the only time I have used Secura and I highly recommend working with Pat Murphy and his team