Privately owned and independent, Security National serves as your family’s “central office”, and
yet we also work with many individual clients. Whether it’s expert investment
management, tax-savvy transition of wealth to the next generation, charitable planning and
endowment services, looking after treasured family properties, or helping
transition shares of the family business, Security National’s experienced team makes the
difference for you and your loved ones.
Our work begins with a conversation. At Security National, we know that to empower clients we first need to listen. We then bring to bear diverse resources. Analytical tools help, but it is the insights, experience, and good judgement of our people that gets you where you want to be.
Personal Trust Services
Retirement Plan Services and Individual Retirement Accounts
Foundations and Endowments
" You are never too old to set another goal or to dream a new dream. "C.S. Lewis