Financial Advisors
San Antonio, TX
Secure Financial Management is a San Antonio-based financial advisory firm specializing in retirement planning, investment management, and wealth strategy for individuals at all career stages. Founded on a holistic approach to financial planning, they combine comprehensive services including asset management, 401(k) administration, estate planning, long-term care planning, and insurance solutions. The firm uses tools like Riskalyze to match investment risk tolerance with portfolio construction, and works closely with clients through face-to-face meetings to create customized financial plans aligned with their life goals and retirement vision.
Ideal for: Mid-career professionals seeking investment guidance, near-retirees planning their transition, current retirees optimizing withdrawals and estate plans, high-net-worth individuals with complex financial needs
Service area: San Antonio, Texas and surrounding areas
Holistic Life-Based Planning: Rather than focusing solely on investments, they take time to understand each client's full life story, career journey, and personal goals to create comprehensive financial strategies tailored to individual circumstances.
Risk-Matched Portfolio Construction: Uses Riskalyze technology to quantify each client's unique investment risk tolerance and match it precisely to their portfolio, removing guesswork from investment decisions.
Multi-Stage Retirement Expertise: Serves clients across all retirement phases—from mid-career savers seeking guidance, to near-retirees planning the transition, to current retirees optimizing income and legacy.
Address: 4630 De Zavala Rd, San Antonio, TX 78249
Phone: (210) 428-6250
Website: sfmplanning.com
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