Security First Financial is a BBB Accredited Financial Service in Walnut Creek, CA

Retirement Planning Specialists

Helping you pursue your retirement goals

The financial world is constantly changing. Identifying strategies and investing for a secure retirement is not easy. That's where our team of professionals comes in.



Our Firm Philosophy
True to our Firm name, your financial security is our first priority. We focus on serving risk averse clients with the three phases of retirement planning--wealth accumulation, wealth distribution, and wealth transfer. Today's consumers are changing their investment focus from one of simply accumulating assets for retirement, to a more forward thinking approach that also includes planning for a secure lifetime income during retirement, and wealth transfer after. We focus on all three phases of retirement planning.

Our Experienced Team
We team up with tax professionals, and estate planning attorneys to offer cost-effective, comprehensive retirement planning strategies to our clients. With a team of financial professionals, our clients are positioned to potentially receive the best financial outcomes possible. Team members strive to maximize client assets, minimize taxes, and avoid probate. Clients really love this aspect of our business.

Our Commitment to Results
When we work with you, we educate you and become your retirement planning partner. Our success is measured by the success of your financial outcome. We bring together the investment plan and professionals needed to get and keep your retirement planning on the right track. We are committed to your financial security.

Get to know our approach

This way to a secure retirement

Bring our professionals to your planning