We work with our clients to help them understand their current situation. More importantly we provide solutions to help our clients reach their goals.
Business Owners
Medical Professionals
Successful Families
Retirees
Business Owners are faced with a variety of complex issues and have limited time to focus on solving them.
Managing your finances to meet your day to day requirements as well as your long term goals can be a complex task. Secura Financial Group will work with you to ensure you meet your long term goals in the most tax efficient way possible.
Secura works with the business owner to ensure that they understand what is important during each stage of the business and each stage of the business owners life.
- CORPORATE PLANNING
- PERSONAL PLANNING
Expert advice for every stage of your life and career.
Just as family physicians, dentists and veterinarians act as the coordinators or “quarterbacks” for a patient’s well-being. Secura Financial Group acts as the quarterback of your professional advisory team. We will not only assess your situation and recommend the best course of action, but will also identify when you need the professional advice and assistance of others—such as an accountant or lawyer.
MEDICAL PROFESSIONAL PLANNING
Helping successful families achieve more…
Success is defined differently for every family. These families often have complicated wealth structures across multiple generations and many family members. For these families, we provide investment management and sophisticated financial planning. In even the most established families, we are almost always able to identify some planning opportunity that has been overlooked or risk issue that needs addressing.
Often we are working with the family’s other advisers – such as the accountant, lawyer. We are adept at playing our role on the team and adding value.
Part of our role is often to help the family prepare the next generation for the transfer of wealth that will ultimately occur. We bring a lot of innovative thinking based on what is possible and what has worked for other families — from preview trusts to catalyst funding, family councils and education.
Many families also want to leave money to charities. We can help you find the most tax effective way of giving back to the community.
PLANNING
PLANNING TO RETIRE? RECENTLY RETIRED? ALREADY RETIRED?
- Feel Comfortable. Understand what you have.
The key to a rewarding and fulfilling retirement is making the best use of your time, your health and the financial assets you have taken a lifetime to accumulate. Most people have only one chance to do it right. We work with you to maximize your income while ensuring that tax is minimized.
We help clients
- Understand what they have and create a retirement income strategy
- Understand why it is important to consolidate assets with us
- Use the most appropriate tax efficient strategies – retirement and estate planning
- Discuss their estate with their children
- Create a family legacy
