Business Details
29 Years
experience
Your Trusted Partner for Financial Planning Solutions
Founded in 1997, Financial Security Group has dedicated itself to empowering clients toward financial independence. Our team of seasoned financial planners and investment advisors combines decades of experience with advanced analytical tools to craft personalized strategies tailored to individual goals. We prioritize unbiased advice, leveraging our expertise in wealth accumulation, estate planning, and risk management to address both immediate needs and long-term aspirations. With offices across Virginia Beach, Newport News, Jacksonville, and Jupiter, we serve individuals and businesses through comprehensive financial planning and diversified investment solutions. Our commitment to innovation ensures clients benefit from evolving technologies and methodologies while maintaining a foundation of integrity and client-centric service.We adhere to rigorous ethical standards, emphasizing transparency and trust in every client relationship. Our professionals hold prestigious designations such as Certified Financial Planner (CFP) and Certified Fund Specialist (CFS), ensuring a high level of expertise. Financial Security Group remains focused on delivering peace of mind as clients navigate life transitions, including retirement, disability, or inheritance. Through continuous education and collaboration, we strive to exceed expectations in both service and outcomes. This dedication to excellence has solidified our reputation as a trusted partner in financial planning and wealth management.
Services
Financial Planning
Investment Strategies
Retirement Planning
Estate and Tax Planning
Risk Management
Wealth Accumulation
Education Planning
Cash Flow Management
Details
- Year established: 1997
Highlights and features
- We have over 25 years of experience in personalized financial planning.
- Our team holds prestigious certifications like CFP and CFS.
- We utilize advanced analytical tools for tailored investment strategies.
- We prioritize unbiased, client-centric advice with no hidden fees.
- We offer complimentary initial consultations to understand your goals.
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
Our financial planning service creates customized strategies to help individuals and families achieve long-term goals. We analyze income, expenses, and investment portfolios to develop actionable plans for retirement, education, and wealth transfer. With a focus on risk management and tax efficiency, we ensure clients maintain financial stability through life's transitions.
Investment Strategies
We design diversified investment portfolios aligned with client risk tolerance and objectives. Using advanced analytical tools, we evaluate market trends and economic indicators to optimize asset allocation. Our strategies include managed accounts, mutual funds, and annuities, ensuring flexibility for both growth and income-focused investors.
Estate and Tax Planning
This service minimizes tax liabilities while preserving wealth for future generations. We collaborate with legal and tax professionals to establish trusts, wills, and gifting strategies. By integrating estate planning with overall financial goals, we help clients protect assets and streamline the transfer process for beneficiaries.
Risk Management
We assess potential financial risks through comprehensive insurance evaluations. Our approach includes life, disability, and long-term care coverage recommendations to safeguard against unexpected events. By balancing protection needs with budget constraints, we ensure clients maintain financial security during crises.
Retirement Planning
Our retirement planning service identifies savings targets and withdrawal strategies to sustain lifestyle needs. We optimize 401(k)s, IRAs, and pension plans while addressing Social Security timing and tax implications. Regular portfolio reviews ensure clients stay on track for a secure retirement.
People
Gayle O'Brien Blachura
Financial Planner
With over 15 years of experience, Gayle specializes in retirement and education planning, helping clients build sustainable financial futures through personalized strategies.
Reginald C. Corinaldi
Investment Advisor
Reginald focuses on portfolio management and risk assessment, leveraging advanced analytical tools to optimize investment returns while minimizing client exposure.
Charles F. Jenks, Jr.
Wealth Manager
Charles provides comprehensive wealth management solutions, emphasizing estate planning and intergenerational asset transfer for high-net-worth clients.
A. Ray Megginson
Senior Advisor
A. Ray specializes in tax-efficient investment strategies, guiding clients through complex financial landscapes with a focus on long-term growth.
John T. Orlando
Certified Financial Planner
John holds the CFP designation and focuses on holistic financial planning, integrating retirement, education, and cash flow management for families.
Questions
What is financial planning?
Financial planning is a personalized approach to aligning your financial resources with life goals, including retirement, education, and wealth transfer.
Why hire a financial planner?
A planner helps navigate complex financial decisions, offering expertise in tax strategies, investment management, and risk mitigation tailored to your needs.
How do I choose a financial planner?
Look for certified professionals with relevant experience and a client-centric approach. We recommend scheduling a complimentary consultation to assess compatibility.
Do your planners have certifications?
Yes, our team includes Certified Financial Planners (CFP), Certified Fund Specialists (CFS), and other industry-recognized designations.
Is the first consultation free?
Yes, we offer a complimentary initial consultation to discuss your financial goals and determine how we can assist you.
Are your planners product-driven?
No, we prioritize process-driven planning, developing strategies first before recommending specific financial products to meet your objectives.
