7381 West 133rd Street
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
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.
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.
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."