The Loomis family
When there are loved ones depending on you it becomes even more important to plan for not only your future, but theirs. Suddenly you have to start thinking about educational savings on top of retirement. Insurance takes on added meaning when any loss affects the financial future of your family. At Segura Financial we understand the responsibility that comes with taking care of a family. We will work with you to help protect and plan for the future of you and your loved ones. We will identify, implement and consistently review a financial strategy that grows with your family’s ever changing needs.
STARTING OUT
- Starting your career
- Getting married
- Buying your first home
FAMILY LIFE
- Having a child
- Saving for College
- Changing Careers
- Planning for dependents with special needs
RETIREMENT
- Saving for retirement
- Approaching retirement
- Living in retirement
WEALTH AND GIVING
- Building Wealth
- Maintaining Wealth
- Leaving a legacy