Wealth Managers - How Can They Help You?

Based in Plymouth, Minnesota, Securus Wealth Management, LLC, focuses on helping clients to reach their financial goals. Led by President Jim Goodland, Securus Wealth Management includes a team of experienced, trained, and certified wealth managers who work with clients in creating, implementing, and maintaining wealth management plans and strategies that aim to provide results.

Wealth management involves more than just investment planning, management, or advice. Providing a more holistic approach to financial planning, wealth managers offer a variety of financial services and products.

Specifically, wealth managers can help you out with the following:

1. Estate Planning

By providing suggestions about making a tax-efficient will and the like, wealth managers can help to reduce or eliminate your tax burden so that your intended beneficiaries can maximize what is left to them.

2. Risk Management

Managers can help you to manage risk when you are selecting an insurance plan. They can assist you in choosing the right insurance based on your lifestyle and profession.

3. Retirement Planning

Wealth managers can explain everything about your retirement fund, including how you can seek to maximize it.

Market Uncertainties Drive Shift to Alternative Investment Strategies

Based in Plymouth, Minnesota, Securus Wealth Management, LLC, provides independent investment services that span estate and business planning. Jim Goodland and his team emphasize a knowledgeable approach to financial planning that takes into careful consideration goals, risks, and opportunities. In August 2016, Securus Wealth Management initiated a strategic shift away from traditional stocks and bonds, which have an increasingly uncertain outlook in the medium term.
In the June 2016 company newsletter, Jim Goodland reiterated his cautious approach to stocks and bonds and emphasized alternative investment strategies as a current focus. Investments are directed toward each client’s risk and goals profile. Allocation toward alternatives may or may not be appropriate for everyone.
Monitoring the global macro pathway is another aspect of the Securus approach. The firm is keeping a close watch on emerging markets and is monitoring the global banking system issues. Similarly, it is keeping a close watch China, Japan, and post-Brexit Europe, which may present opportunities as market uncertainty prevails.

Spire Wealth Management is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC