Our Services

Ready to get organized and chart a course for your financial life? SECU Financial Partners offers all the services you need to manage your money now while planning for the future.

Not sure where to start or what services make sense? We’re here to help you navigate your options and nail down the details, while empowering you to make confident decisions.

Let’s talk. Tell us about your current situation and future goals. Depending on your needs, we’ll recommend either a digital self-serve plan or a custom goals-based financial plan that supports everything that’s important to you.

Financial Planning

  • Comprehensive Financial Planning
  • Net Worth and Asset Allocation Analyses
  • IRAs, Qualified Plans, Company Plans & Rollovers
  • Education Saving Accounts, 529 College Savings Plans, Custodial Accounts

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Investment Management

  • Advisory Platform
  • Mutual Funds and ETF’s
  • Equities
  • Taxable and Tax-exempt Fixed Income
  • Alternative Investments
  • REIT’s
  • Digital Self-Service Platform

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Risk Management

  • Whole Life, Variable, Universal Term & Survivorship Insurance
  • Annuities: Fixed and Variable
  • Long-Term Care

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Build a Plan for Your Goals

SECU Financial Partners consultants are independent, objective, and ready to help. Let’s customize a plan to serve all your goals, big and small.

Contact Us Today

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