Security First Asset Management

Description

The pooled investment structure of DPPs is sometimes described as a way to provide the average investor with opportunities previously available only to the wealthy. Because you invest as part of a group, you don’t need the means to acquire a large percentage stake in the venture or fund your own start-up company to invest in new businesses.

Chad Payne is a Financial Advisor with Security First Asset Management. He began his career in financial services in 1995. Since then, he has worked with many individuals to help them meet their investment and insurance needs. Chad specializes in pre and post retirement planning with an emphasis on tax-qualified plans and other tax efficient investments. He has extensive knowledge on principal protected products, income producing investments, as well as stock market driven solutions.

After her time there she was faced with the dilemma of what direction to take in pursuing a job at her age. This problem was soon solved when she was blessed to be hired in 2005 for the position of Client Relations Coordinator at Security First Asset Management. Pat enjoys interacting and providing excellent customer service and does scheduling for the firm.

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