Security Capital Management prides itself in the dedication and professionalism of our Financial Advisors and the services they provide to our loyal client base.  Over the years we have seen considerable growth of assets which require additional services and levels of expertise.

One thing we understand at Security Capital Management is the financial analysis and oversight of an individual, family or business client does not just consist of a portfolio of stocks, bonds or mutual funds.  Today’s investor requires a more comprehensive approach to investing while working with seasoned professionals.  Wealth Transfer has become an essential element of many serious investors and through Security Capital Management’s Financial Advisors and their association with numerous financial and legal professionals, a “team” environment exists to address and create the right plan for you.

ESTATE PLANNING

Security Capital Management offers estate planning strategies that focus on the preservation and transfer of wealth by addressing our client’s needs, desires and values.
The Advisors at Security Capital Management will help you plan for the distribution of your assets, maximizing the amount your heirs receive while minimizing taxes.  Some of the tools available to your Security Capital Management include:

• Annual Gift Giving Program*
• Irrevocable Life Insurance Trust*
• Qualified Personal Residence Trust*
• Grantor Annuity Trust*
• Charitable Remainder Trusts*
• QTIP Trusts*
• Family Partnerships*

*Trust services available through our affiliate, Security National Trust Company.

WEALTH TRANSFER,
INSURANCE AND SURVIVORSHIP ANALYSIS

Many clients spend a life-time acquiring wealth but never address how that wealth will pass to their survivors, heirs or charities.  Security Capital Management’s Financial Advisors will access the adequacy of our clients’ current insurance programs, such as, life insurance, disability insurance, or other applicable insurance coverage.  We will quantify the capital needs of your survivors to determine the appropriate amount of coverage you need as well as assist you with the selection of various types of insurance programs.  Fulfilling your needs becomes the ultimate goal.

BUSINESS SUCCESSION PLANNING

Let the professionals at Security Capital Management establish your business succession and estate planning goals.  We will review your current plan, including wills and trusts, and determine your priorities.  We will access your liquidity needs, develop planning strategies and then implement a plan for you.  We also recommend that we work along with you and your legal and tax professionals to ensure that no stone is left unturned.  If you are not working with legal and tax professionals, we can introduce you to a number of qualified candidates that we have grown to trust over the years.  Some strategies and solutions for business succession planning include: