Security Financial, Inc., owned and operated by Pierre & Katherine Badertscher, is an independent financial investment firm, located in Overland Park, KS, offering investment, financial planning, and wealth management services. Security Financial, Inc. has been in business since 1995, building financial plans, managing investment portfolios and helping people, like you, as you work to build your financial future.
As the backbone of the practice and with a solid foundation of more than 30 years experience in managing financial products and assets, Pierre Badertscher provides a broad range of real-life experience and expertise in managing investment portfolios through various economic and market cycles. A certified financial planner™ practitioner, Katherine Badertscher contributes financial planning and divorce financial planning services to the practice, in addition to managing client assets.
Together, the services provided by Pierre and Katherine are to help clients move towards achieving their financial goals. In addition to managing client assets, constructing financial plans, and helping clients navigate life events, the team at Security Financial, Inc. works with clients to build positive, dependable, and reliable relationships.
We specialize in working with pre-retirees, retirees, and suddenly single men & women due to death or divorce. Our work with clients is to help them be confident with their strategies while putting them on a path to work towards achieving their goals. Our clients deserve the support, understanding, and knowledge of an advisor with the commitment, competence, integrity, and experience in helping clients build their financial futures.
Our business approach helps show, through example, that we see each of our clients as individuals. That is, we see our clients as real people who have individual goals, individual needs and individual desires. We take pride in this business philosophy and believe it distinguishes us from others in the financial planning, investment advisory, and wealth management arenas.
Whether developing complete financial plans, investment approaches, or wealth management recommendations, Security Financial, Inc. requires clear client objectives to develop well-conceived, strategic plans. As such, we begin every client relationship with a discussion that’s to provide the insights we need to create a tailored, personalized plan for you. Additionally, because this initial meeting is so critical, we never charge for it.
We offer our clients a wide-ranging set of investment products and services from the most well-known investment firms. This enables us to utilize a broad range of investment choices when helping our clients work towards attaining their financial and investment objectives.
The team at Security Financial, Inc. works with clients to build confident, trusted, and secure partnerships. We are driven by offering real value and real solutions to our clients. The mission of the investment advisory team is to Help You Build Your Financial Future. Let us get started on your financial future, today!