About Our Firm

Are you wondering if you have enough money saved up to retire? Or when you should start taking Social Security? Do you want to make the most of your retirement income?

21st Century Securities helps people who lived frugal upper-middle income lives, with the goal of allowing them to accumulate enough wealth to be able to retire. We help you plan for and make the transition into retirement. We are a comprehensive financial planning office, focused on helping you get the most out of your money in retirement, as you did throughout your working years. Our team cares about our clients. We’ll take the time to get to know your goals and help you navigate your financial options to build a retirement strategy that works for you.

We strive to differentiate ourselves from others in the industry in a variety of ways.  Citing the author Seth Godin in the book "Purple Cow".   We aim to be the "purple cow" in a pasture that sticks out from the hundreds of other regular dairy cows.  Examples of this are our discounted Income Tax Preparation Service for valued investment planning clients, our Annual Client Appreciation Cruise aboard the Miss Buffalo, Spring & Fall client enrichment workshops, Financial Success professional newsletters and acknowledgements of our clients special occasions or life changing events such as birthdays, anniversaries, retirement, marriage, college graduation of family member, after a divorce or death of a loved one. 

We like to think when a client walks through our office door they always feel welcome and they get the indivualized advice, attention and care that they deserve.  This is evidenced by first name greetings and/or welcome over the phone or in person and prompt follow-up concerning any service related needs or issues.