Prepare for a secure future, with customized personal and business planning and services

SFS, Secure Financial Services, is an organization serving businesses and individuals for the past 25 years who want to enhance their current financial situations, and have a need to prepare for the continuation of capital. Our goal is to assist our clients in determining the most effective way to accomplish their financial objectives for accumulating, protecting and distributing assets.

We accomplish this by recommending financial strategies only after an analysis of each client’s situation. Professional expertise, client service and integrity are SFS priorities. We are committed to a process of ongoing education to maintain the high standards we believe are fundamental to serving the best interest of our clients as we work to help them achieve their financial goals.

The SFS financial services team is composed of professionals who strive to meet your fundamental financial needs, and earn your trust. Our experience and education enable us to provide you with the highest level of service the industry has to offer. We are committed to continuing education and professional growth. You will know who we are, what we do and how we earn our money, prior to your commitment to us.

Company Strength
As Independent Brokers, we represent our client’s interest and will recommend those companies to help meet your needs. We constantly evaluate the companies that we recommend for strength and quality. Of more than 2,600 life and health insurance carriers, only 17 have earned the highest ratings from all four major ratings agencies consistently (AM Best, Standard & Poor's, Moody's Investor Services, and Weiss Rating Inc) over the past ten years. We look to these highly rated firms whenever possible.

Investment products and services offered by registered representatives of Walnut Street Securities (WSS) (member FINRA/SIPC). WSS and SFS are separate companies.