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Investments are offered through Securities America, Inc., an independent, registered broker/dealer, member FINRA/SIPC. Telephone number: 800-747-6111. Investment advisory services are offered through Securities America Advisors, Inc. Insurance Products offered through Financial Independence Group, an approved insurance marketing organization through Securities America. Security Investment Solutions, Financial Independence Group & Securities America are separate companies and not affiliated with any bank. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.
Investments, Insurance Products and Investment Advisory Services are:
NOT FDIC insured
NOT bank deposits
NOT bank guaranteed
NOT insured by any government agency
May lose value
Always Looking Ahead
Planning your future should be your top priority. Buying a home, planning for your children’s education and preparing for your retirement are important goals, but it can be difficult to prioritize them and dedicate your current financial resources to meet them.
The experienced financial professionals at Security Investment Solutions can help you enjoy a comfortable lifestyle today while planning for a financially secure future. Working together, we will develop a financial plan to match your individual situation and move toward your long-term goals using your financial resources.
Whether your goal is asset growth, income protection, capital preservation or a combination of these, we have investment options to fit your needs.
Assistance with financial consulting, goal setting, employee retirement plans, investment resources, and key person or split dollar life insurance for small, medium and large businesses
Investments
CDs and treasuries
Mutual funds
Stocks and bonds
529 College Savings Plans
Education IRAs
Fixed and variable annuities
Unit investment trusts (UITs)
Real estate investment trusts (REITs)
Estate Planning
Notary and Medallion Signature services available
Gifting and Charitable Planning
Trust Funding
Insurance: Disability, Long Term Care, Traditional and Universal Life Insurance