Page 21 - MyCottleville Magazine Jan/Feb 2017

Plan for Now and the Down the Road
Trying to coordinate the work and advice of all of these people will more than likely result in mistakes, gaps in future goals and higher costs Shreves said. “They all look at things a little differently,” he said. “The magic of our of ce is that we all serve the client from the same of ce. We have all the principal advisors in one place, working together. We all understand the client and focus on the client in unison. There will likely be a savings because,
for example, the attorneys don’t have to go out on their own to create clients. The group creates clients for each other. We work with attorneys who are specialists in elder law, estate planning and veteran’s affairs.”
Securus is not a captive agency, Shreves said. For example, the agency has more than 25 different companies available for its agents to choose from for clients on the insurance side alone.
The Circle of Advisors work hand in hand to assist customers in taking care of their needs today, while planning for their nancial objectives, Shreves said. “Our job is to make sure people have income for life so they don’t run out of money.”
Securus focuses on building long-term relationships with clients. Every client is given a personal advisor who will provide what the client needs to make informed decisions and will be there to serve them through all of their needs today and in the future, Shreves said.
The advisor begins with a comprehensive study of the client’s current needs, while delving deep into understand- ing his or her goals and objectives for the future. They then analyze the results and, along with the client, begin to formulate solutions.
“If those solutions call for an estate-planning attorney, money manager, or CPA, Securus can help,” Shreves said. “Each of these professionals is located in-house and is available by appointment.”
Shreves said the goal of Securus is to bring the services together for the client. “These professionals don’t work for me. They work for the client. We all work together to do the best job for the client.”
Securus continues to review and adjust a client’s goals and objectives with him or her as the years pass to make sure they stay on track for the future.
Shreves said there is never a charge for an initial consultation. “I don’t feel like anyone should ever have to pay someone to determine whether they can bring them a value.”
For more information about Securus, visit www.securusnow.com, call (800) 720-4252, or (636) 720-1900, or email them at info@securusnow.com.
ure Their Vision of Retirement
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