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How We Can Help

Plans for Today and Tomorrow

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 your best interests, as well as your objectives & goals are the primary concern of your Financial Advisor

Let Us Answer the Questions You Have

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

In choosing to affiliate with Woodbury Financial Services, Inc. the investment team at Security Financial Inc., has many resources available to provide financial planning, investment planning and advisory services as well as a wide array of actively managed model portfolios. Combining these enhanced capabilities with the fiduciary duty Pierre and Katherine Badertscher have to work in the best interest of our clients, we are confident we're able to help you build your financial future.

If you've asked yourself questions like these, give us a call or send us an email to see how we can help.

  • How long before I can retire? This answer depends on a few inputs. We'd be happy to work with you to develop the best plan for you. Complete this Retirement Lifestyle Workbook and submit it to us with your contact information.
  • What age should I collect Social Security? We can only really answer this after a conversation to understand your current situation, but feel free to download the Social Security Ebook.   
  • Will I be able to travel during my retirement? This depends on what you've saved, how much you need for monthly expenses in retirement, including health care, LTC, and other needs, wants, and wishes. Download, below, the "Retire Happy" Ebook.
  • Will I have enough money to retire? This answer depends on a few inputs. We'd be happy to work with you to develop the best plan for you. Take a look at this: Planning Makes a Difference

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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