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First Security Financial Wealth Manager, Inc.

Allow us to help you unlock the pieces of your retirement puzzle.

First Security Financial Wealth Manager, Inc., a state registered investment advisor serving New Orleans, LA and surrounding communities, provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are the tenets of our success.

Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

*Insurance offered through First Security Financial

Generational Vault

Generational Vault

 

At First Security Financial Wealth Manager Inc,
we believe our teamwork approach adds a broader perspective to all we do
and provides increased benefits to our clients.

4 Main Components of Retirement Planning

1. Social Security Planning

2. Income Planning

3. Tax Planning

4. Investment Planning



We can help you answer some of the following questions:

  • Can I retire early?
  • Am I prepared to minimize my tax burden?
  • What are the elements of a sound estate strategy?
  • Do I have an income plan that will allow my assets to live as long as I do?
  • When is the best time to claim my Social Security so I can receive my maximization benefit?
  • Will healthcare potentially cripple my retirement plans?
  • How can I help minimize my tax burden when I retire?
  • Are my investments working hard enough?

    • 3501 N Causeway Blvd
    Ste 101
    Metairie, LA 70002
    (504) 834-1150
    davidcompton@firstsecurityfinancial.org
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    • Fee-Only Financial Planning near New Orleans, LA
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    All written content on this site is for information purposes only. Opinions expressed herein are solely those of David Compton and his editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Louisiana or where otherwise legally permitted. David Compton and First Security Financial, are not affiliated with or endorsed by the Social Security Administration or any government agency. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. First Security Financial Wealth Manager, Inc., is not engaged in the practice of law. Investing always involves risk and possible loss of capital. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.