At Securance Financial our goal is to provide the best solutions for our clients to allow them to achieve their financial goals regardless of what company or product it takes. The only way to do this is to provide our advisors with a platform that allows them the freedom to operate in their clients best interest.
Our Advisors work hard to make the often complicated world of personal financial planning, business planning, and estate planning easy to understand. We strive to educate our clients on all of the solutions available to them while working together to identify what strategies and products fit best for their family or business.
Securance Financial utilizes a distinct macro-economic modeling process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map—a plan that helps balance growth potential with the reduction of risk for their future.
The unique platform, training and support allow our advisors to not only help their clients get up the "retirement mountain" but also ensures they pack the right equipment to get down the "retirement mountain" the most efficient and strategic way possible, the whole time insulating them from any unforeseen events that may derail them.
Company Details
- Employees
- 11
- Founded
- -
- Address
- Charlotte, Nc & Charleston, Sc, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning, Employee Benefits, Life Insurance, Financial Advisory, Disability Insurance, Education Planning, Strategic Financial Planning, Insurance Planning, Economic Based Financial Planning, Insurance, Property Insurance, Casualty Insurance, Disability Income, Retirement Income, Tax Planning, Risk Management, Asset Protection, Cash Value Insurance, Diversification, Holistic Planning, P & C Insurance.
- HQ
- Charlotte, NC & Charleston, SC
- Competitors
- Women's Technology Alliance of Charlotte, SouthState Investment Services, Charlotte Business Group, C. B. Wood Financial LLC, Charleston Angel Partners, Owl Rock Capital, LLC, Nicklaus Brown & Company, South Carolina International Trade Conference, Smooth Monkey, Charleston Business Group.
Securance Financial Questions
Securance Financial's website is https://www.linkedin.com/company/securance-financial/
Securance Financial's LinkedIn profile is https://www.linkedin.com/company/securance-financial
Securance Financial has
11 employees.
View email and phone details for 11
employees at Securance Financial.
Securance Financial's industry is
Financial Services
Securance Financial's top competitors are
Women's Technology Alliance Of Charlotte,
Southstate Investment Services,
Charlotte Business Group,
C. B. Wood Financial Llc,
Charleston Angel Partners,
Owl Rock Capital, Llc,
Nicklaus Brown & Company,
South Carolina International Trade Conference,
Smooth Monkey,
Charleston Business Group.
Securance Financial's categories are Financial Services
Securance Financial's founding year is 2012
