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Life Events and Your Finances

Most individuals look for a financial advisor when they face a life event. Two such examples include retirement decisions and the loss of spouse through death or divorce. The team at Security Financial, Inc. works with clients to help them navigate these life events.

Are you working and wondering “when can I retire?”
Give us a call or send an email

Are you wondering, “when is the right time to apply for Social Security benefits?”
Give us a call or send an email

Are you interested in “evaluating your retirement options?”
Give us a call or send an email

Are you ready to retire, but “want a retirement income plan?”
Give us a call or send an email

Are you suddenly single and "worried about managing your finances, investments, and planning needs?"
Give us a call or
send an email

Are you considering or going through a divorce and "wondering what the financial implications will be?"
Give us a call or send an email

For those working men and women saving for their retirement, (pre-retirees), talk to us about how we can provide you financial and investment plans. Having a plan in place will help define what needs to be done now for you to know when you’ll be best able to retire and meet your retirement goals.

For men and women evaluating retirement choices and entering retirement, (retirees), we’re ready to work with you on your income and investment plans to see how to best help you achieve your retirement goals. The team at Security Financial, Inc. is capable of helping you understand the important role of social security benefits as well as analyze what the best decisions are for maximizing social security benefits. Social security is more than a monthly check. It is a meaningful amount of most retirees’ incomes, so making the right decision of when to begin can have a significant impact on the dollars you receive.

For those men and women who’ve lost a spouse, we understand your loss is difficult and that you’re faced with difficult decisions, but we also understand how important those decisions are. Let us help you understand the financial steps you’ll need to attend to and assist you in the process of creating high-quality financial and investment plans.

For those men and women considering, going through or who have gone through a divorce, Katherine Badertscher, CFP®, CDFA®, provides divorce financial planning services through Midwest Divorce Management, Inc. 

Katherine's work with divorcing individuals is to help them understand the financial impact of divorce, help them make intelligent decisions throughout the negotiation of divorce, and construct a personal financial plan so they know where they'll stand when the divorce is complete.

Katherine will work with you and your attorney to provide specialized divorce financial planning services and calculations to help assist you and your attorney in constructing settlements, as well as understanding the financial impacts of settlement proposals.

Use the "Request a Meeting" button on the right side of the page, or give us a call to set an appointment.


The Right Decision

Few decisions in life are as important as choosing someone to advise you about financial matters. At Security Financial, Inc., we understand there are three key tenets to making this decision.

1. You must have confidence in the person’s abilities and credentials

2. You must be comfortable with the advice you receive; i.e., it must fit your risk tolerance level

3. You must be secure in the knowledge that your best interests and your individual objectives are the primary concern of your Financial Advisor


Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   

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