At Security & Wealth Management, we offer services for both the low risk wealth management side of investing and the safe and secure insurance side of the financial world.
Our Wealth Management offers a different approach:
The wealth you’ve worked so hard to build is a very personal thing, and at Security & Wealth, we believe the management of that wealth requires a personal approach, one that brings your specific desires and goals to the forefront. Working side-by-side with you, our team develops customized strategies using financial tools that fit your needs.
We follow three rules in our office when giving financial advice:
1. We do not want our clients money going backwards.
2. We want our client's money to be as tax efficient as possible.
3. We try to get our clients a decent rate of return without breaking rule #1.
We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.
And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
At Security & Wealth Management, we strive to ensure our clients’ success with smart money solutions and incomparable customer service. With Fred Smids and his team of financial specialists, they will provide unique solutions to help you reach financial peace of mind.
Fred Smids has been a licensed insurance agent since 2000. He is a registered investment advisor representative and is held by license to the Fiduciary standard. Since 2011, Mr. Smids has been Series 65 securities licensed. As a resident of the Fannett area for the past 29 years, he strives to give his community the best financial services possible.
At Security & Wealth Management, we offer services from both the wealth management and security side.
Our Security services include:
With our help, you’ll have the security of knowing that your medical, long-term care, and end-of-life needs will not drain your investment accounts for you or your surviving loved ones.
Truth is, we are all are living longer, and we will need help in the future. This insurance provides the money to pay for health care, whether it be in your own home or a care facility.
A tax-deferred way to grow your money and still have peace of mind knowing that your principle is protected from market loss, while potentially earning more than a traditional Bank CD or savings account. These accounts can generate a paycheck for life to help supplement your retirement income and be sure your money will not run out.
Make sure your family has everything they need, no matter what comes. With life insurance and funeral expense trusts, you can help your family prepare for unexpected costs in times of loss.
Save the date for one of our upcoming workshops
Call Security & Wealth Management Inc. for more information about upcoming workshops at (409) 866-3525!