Secure Financial Management

Secure Financial Management is a financial planner in San Antonio, Texas. The firm provides a professional, straightforward approach to retirement planning, asset management, 401(k) administration, and estate planning. Serving clients both locally and nationwide, they specialize in long-term care planning, health care coverage, and life transition services. The firm maintains a 4.80 rating.

The firm was established in 2011 by Founder and CEO Jay Kirkwood, a Certified Financial Planner™ who has been involved in the investment and money management field since 1999. The team includes Relationship Manager Jacob McDonald, a graduate of the Texas A&M University financial planning program, and Tom Moore, a VP of Wealth Management. Secure Financial Management focuses on building one-on-one, face-to-face relationships to provide a holistic view of a client's life. Their approach involves using tools like Riskalyze to determine investment risk tolerance and creating customized portfolios tailored to individual goals, time horizons, and lifestyle needs.

Located on De Zavala Road, the office is situated near Gorrell Park and is a short drive from Clark High School and the Ayala & Associates Driving School.

The firm is recognized for its thorough and well-documented business information, reflecting a commitment to transparency and client education. Through their expertise in retirement projections and tax-smart investing, they provide the necessary tools and knowledge for clients to manage their hard-earned savings effectively.

Secure Financial Management offers dedicated, personalized financial guidance to help individuals navigate their retirement journeys throughout San Antonio and beyond.

Services:

• 401(k) Administration
• Asset Management
• Life Transition & Estate Planning
• Long-Term Care Planning & Insurance
• Retirement Planning