Secure Financial Management

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  name: "Secure Financial Management",
  description: "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.",
  url: "http://www.sfmplanning.com/",
  telephone: "+1-210-428-6250",
  address: {
    @type: "PostalAddress",
    streetAddress: "4630 De Zavala Rd",
    addressLocality: "San Antonio",
    addressRegion: "TX",
    postalCode: "78249",
    addressCountry: "US"
  },
  geo: {
    @type: "GeoCoordinates",
    latitude: 29.568944799999997,
    longitude: -98.5757957
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  aggregateRating: {
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    ratingValue: "4.9",
    reviewCount: "38",
    bestRating: "5"
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  areaServed: "San Antonio, Texas and surrounding areas",
  knowsAbout: "Financial Advisors, 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",
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      value: "Risk-Matched Portfolio Construction"
    },
    {
      @type: "PropertyValue",
      name: "differentiator",
      value: "Multi-Stage Retirement Expertise"
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  ],
  publisher: {
    @type: "Organization",
    name: "Lantern",
    url: "https://lantern.llc",
    contactPoint: {
      @type: "ContactPoint",
      url: "https://lantern.llc/contact?from=ai-data",
      contactType: "AI inquiries"
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