Security Benefits Financial Services, LP

Shielding Your Wealth

Security Benefits Financial Services, LP is an independent financial services firm located in Tomball, Texas.  We have been serving the greater Houston area for over 15 years, bringing you the knowledge, friendly service, and attentiveness you have been looking for.

At Security Benefits, we understand that planning for your goals is imperative when it comes to your financial matters.  In order to achieve any financial goal, the best plan should incorporate an offense, defense, and special teams strategy.  Consider us your personal "Financial Coach".  We will customize a financial plan that will address your specific concerns, goals, and dreams.  Our financial "team" approach will provide you with a comprehensive plan, specifically designed so you can reach your personal objectives.

Security Benefits specializes in financial planning for individuals and small businesses.  As an independent firm we have chosen to utilize the services of only highly rated companies and investment managers.  Our independence gives us the ability to pick the best alternatives available, enabling us to provide the best financial solution to meet your needs.  Whether it be an individual retirement plan or the most competitive employee benefits package available, let Security Benefits help you shield your wealth.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

Population Boomer

The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.

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