Safeguard Your Savings, Supercharge Your Retirement

Security First Financial specializes in helping retirees and those planning for retirement avoid costly and often irreversible mistakes that are commonly made with their IRA's, 401k's, 403b's, TSP plans and other qualified retirement accounts.

Traditional investment management focuses on asset allocation. However, once we retire and begin withdrawing money, the focus shifts to turning these assets into life-long income streams to provide for your needs throughout retirement. Security First Financial helps you assess your available assets and redeploy them efficiently into income solutions based on your needs.

Security First Financial helps protect your income against key retirement risks by constructing a portfolio comprised of various income solutions. The income solutions are uniquely designed to provide specialized benefits such as protection against loss, asset accumulation, lifetime income, inflation protection, tax efficiency and survivor benefits.

Whether it's rolling over your 401k or 403b into any type of secure retirement account or creating a guaranteed lifetime income from an accumulated lump sum investment, we have the expertise to guide you in retirement.

Save Taxes with ROTH Conversion

Are you looking for a way to save on taxes? Converting your Traditional IRA to a ROTH IRA could be the answer. Act now while taxes are low, and watch your funds grow tax-free. Contact one of our tax specialists at Security First Financial to learn more about ROTH conversion and how it can benefit your retirement plan.

Protecting and Growing Your Financial Future

Only working with the top quality insurance products from the most highly rated Insurance Companies

Building Tax Deferred Savings With No Downside Risk while protecting your loved ones.

Getting you low cost life insurance using our experience as life insurance experts

Testimonials

Video Testimonial Carrie R. 11/28/2023

https://teacher-retirement.boast.io/r/6bdd4521-21ef-47ae-9207-190e89b5a0ab

Written Testimonial Jill S. 10/12/2023

I retired from teaching earlier this year. I was concerned because my 403b was losing money and I am counting on that money for retirement. Neal set me up by converting the 403b to a secure retirement account that is fully protected against loss. He truly cares about his clients.

Written Testimonial Claire S. 7/12/2023

Just reached the first anniversary date of my secure retirement account that Neal set up for me and was credited with 10.5% interest. The most amazing thing is, it earned that much and at the same time, is fully protected against loss. His company is amazing!

Security First Financial

Safeguard Your Savings, Supercharge Your Retirement

Protecting and Growing Your Financial Future

Testimonials

SECURITY FIRST FINANCIAL LLC

Neal Magenheim, Principal Owner & CEO