Yes, You Can Have Both
Retirement doesn’t have to be a choice between shields and yields. Take the first step toward securing both for your financial future.
Our Mission
Get Started in 3 Easy Steps:
Discover
Retirement planning starts with knowing what you own. We’ll meet to review your unique financial situation and discuss any goals or concerns you have for your wealth.
Evaluate
Once we agree to move forward together, we’ll roll up our sleeves and get to work building a custom-tailored strategy that fits your needs — and helps you achieve the lifestyle you desire in retirement.
Plan
With your approval, we’ll put your plan in motion. Regular reviews help ensure it remains relevant and reflects any changes to either the world or your life. Welcome to our family!
About Us The Security & Wealth Management story and principles
At Security & Wealth Management, we are committed to helping individuals and families achieve the retirement they’ve always envisioned. Founded in 2011 by Frederick Smids, CFS®, CFA®, and co-founded by his daughter, Yolanda Smids, our firm is built on a foundation of trust, integrity and personalized service.
With offices in North Carolina and Texas, we specialize in creating custom-tailored financial strategies that promote both protection and growth. Our team is passionate about educating clients, ensuring they understand their investments and feel assured in their financial decisions.
Fred’s journey from growing up on a dairy farm to becoming a full-service financial advisor instilled in him the values of doing the right thing and treating others with respect — principles that guide our firm to this day. Yolanda, inspired by her father’s dedication, brings her own insight and commitment to helping clients integrate the right investment vehicles into holistic retirement strategies.
At Security & Wealth Management, we don’t just manage finances; we build lifelong relationships, empowering our clients to take control of their financial futures with clarity and confidence.
Wondering How to Create Income in Retirement?
Download this four-page guide that addresses common misconceptions to help you decide if an annuity might be right for you, including:
- What you need to know to understand annuities
- Why savings alone may not be enough for your retirement
- How annuity withdrawal options work
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC-insured.
Take the First Step Today
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.