Your Retirement Protected! Your Future Secured!
We help people make the transition from accumulating retirement money to actually creating a retirement plan for using it. We look at income, market risk, taxes, longevity and liquidity, and then determine what each portion of their money needs to accomplish.
WHY CLIENTS CHOOSE US OVER BIG FIRMS
The perceived safety of working with a large firm is a misconception. When it comes to retirement investments, the guarantees and protections are not tied to the brokerage firm—they come from the insurance company backing the contract itself. So whether a strategy is presented through a large firm or through an independent firm like mine, the underlying strength is based on the insurance company you select and how the strategy is structured.
You work directly with independent advisors, not a call center or sales rep.
Independent advice, not tied to one company
Customized strategies, not one-size-fits-all portfolios
Ongoing access, not once a year meetings
Client first strategy
No sales quotas, therefore no sales pressure, no obligation
Helping Clients With Retirement Planning For Decades
Licensed In All 50 States
Working With Only A+ and A Rated Carriers
Real client scenarios
John, age 62, rolled over $540,000 from a 401k...
Result: 20% Bonus and $4200 per month for the rest of his and his wife's lives
Margaret, age 65, retired and instead of taking a monthly pension, chose a lump sum pension and rolled it into an income annuity that paid her 22% higher monthly amount than her pension would have
Carriers We Are Licensed With
Security First Financial is contracted with over 40 A+ and A rated carriers such as Nationwide, Mass Mutual, North American, Lincoln Financial, Athene, etc. Athene is the leading provider of retirement investments in the U.S. for the past 3 years.
Testimonials
Written Testimonial Jill S.
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.
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!
Video Testimonial Carrie R.
https://teacher-retirement.boast.io/r/6bdd4521-21ef-47ae-9207-190e89b5a0ab
Meet The Owner
Neal Magenheim, Principal Owner & CEO
Using My Passion For Finance To Help My Clients Navigate Towards A Prosperous And Secure Retirement
From the day my dad took me to work with him on Wall St.., I knew what my life work would be...guiding people through the often complex world of personal finance.