Wills & Trusts

It’s vital for your family to have an estate plan that includes a will and trust. Our affiliate relationship with a trusted estate planning attorney allows us to affordably bring you the plan you need.
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Wills & Trusts

It’s vital for your family to have an estate plan that includes a will and trust. Our affiliate relationship with a trusted estate planning attorney allows us to affordably bring you the plan you need.

Call now to schedule a consultation to take advantage of our $495 Complete Will & Trust Package!

The Complete Will & Trust Package includes the following:

  • Revocable Living Trust
  • Certification of Trust
  • Assignment of Personal Property
  • Quit Claim Deed of Personal Residence
  • Last Will and Testament “Pour-Over” Will
  • Durable Power of Attorney for Finances
  • Health Care Power of Attorney 
  • Burial and Final Instructions Worksheet
  • Asset and Liability Worksheet
  • Instructions for Successor Trustee
  • Power of Attorney and Guardian (if applicable)
  • Financial Audit and Recommendations (optional)

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

Security First Financial and its representatives do not offer tax, legal or estate planning services. Always consult with a qualified professional for these services.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@securityfirst-financial.com or call us at 480.330.6439 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Security First Financial, we offer you the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Accumulation

Asset Protection

Life Insurance

Retirement Income Strategies

Tax Minimization Strategies

Long Term Care

IRA & 401(k) Rollovers

Wills & Trusts

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.

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Investment advisory services offered through BCJ Capital Management, a SEC Registered Investment Adviser. Security First Financial is independent of BCJ Capital Management. Security First Financial does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.