Plan for tomorrow.

Live for Today.

Help Meet Your Financial Goals

Are you just starting your career and learning about savings and investments? Are you actively planning your upcoming retirement? Or maybe you're currently living in retirement. Whatever your situation, a licensed financial advisor at Security Service Investment Group can craft a plan tailored specifically to you.

Investment Services

We specialize in a wide range of products and services so you have the tools you need to structure your investments exactly how your want them.

  • Financial Planning
  • Trust Accounts
  • Annuities
  • Mutual Funds
  • IRAs And IRA Distribution Options
  • Stocks and Bonds
  • And many more


We believe you have opportunities throughout your life to optimize your investment and plan for a robust retirement.

  • 401K Plans
  • SIMPLE Plans
  • Financial Planning
  • Mutual Funds
  • IRAs And IRA Distribution Options
  • Stocks and Bonds
  • Self Employed Pensions (SEPs)

Life Insurance

Protect your family and your assets. Whether you're caring for a loved one or planning for your own future care needs, it's important to understand your insurance options.

  • Life Insurance
  • Long-Term Care
  • Fixed and Variable Annuities

Investment Articles

Retiree in Training 

Practice makes perfect when it comes to retirement.

Why Choose Sustainable Investing?

Learn more about the potential of sustainability.

Over Time, Markets Have Proved Positive and Resilient

When markets react, consider a broader historical perspective before changing your financial course.

Why Contribute to a Roth IRA?

Learn more about the benefits of a Roth IRA.

Considerations for Your Social Security Strategy

As you prepare to start claiming benefits, be sure to ask yourself these questions.

Offset Taxes with Retirement Account Contributions

Consider using tax-advantaged accounts to help lower your tax bill.

Protecting Your Social Security Payout

Planning for the possibility of long-term care isn’t simply smart, it’s necessary.

Did You Know 529s Are Powerful Estate Planning Tools?

This versatile account might be the estate planning vehicle you need to learn about.

All investment services are provided through our broker-dealer Raymond James Financial Services, Inc.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Security Service Investment Group and Security Service Federal Credit Union are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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