Business Details
10 Years
experience
Trusted Financial Advisers in Summit, NJ
Financial Security Associates is a leading partner for financial advisors, institutions, and consumers, specializing in wealth accumulation and financial protection products. Since 2016, we have built a reputation for delivering holistic financial planning solutions anchored to six fundamental considerations: longevity, liquidity, inflation, market, mortality, and taxes. Our platform supports over 1,200 employees and 475 employee-partners, offering tools and technologies to grow and protect wealth through affiliation, outsourcing, or direct partnership. We prioritize education, value, and partnership, serving clients with a commitment to their best interests. Our proprietary client onboarding process ensures tailored strategies for predictable income, asset liquidity, inflation-resistant investments, market risk mitigation, income continuity after loss, and tax-efficient retirement solutions.We collaborate with Protected Tomorrows to provide specialized planning for families with special needs, combining expertise with compassionate guidance. Headquartered in Summit, NJ, we operate from 86+ sales offices nationwide, supported by three operations centers and partnerships with 100+ asset managers and 70+ insurance carriers. Our employee-ownership culture drives innovation, ensuring long-term competitive advantages for clients. We maintain rigorous security protocols to protect client data and comply with privacy regulations, including the California Consumer Privacy Act. For over eight years, we have completed 65+ acquisitions, reinforcing our position as the nations leading financial products distribution business.
Services
Wealth Management
Annuities
Life Insurance
Long-Term Care
Disability Planning
Holistic Financial Planning
Protected Tomorrows Services
Broker-Dealer Support
Practice Management Tools
Financial Education
Details
- Year established: 2016
Highlights and features
- We offer holistic financial planning focused on six key considerations: longevity, liquidity, inflation, market, mortality, and taxes.
- Our employee-ownership culture attracts top financial advisory talent and drives long-term client-focused innovation.
- We provide access to 100+ asset managers and 70+ insurance carriers through a single integrated platform.
- Our proprietary client onboarding process ensures tailored financial strategies aligned with individual goals.
- We partner with Protected Tomorrows to deliver specialized planning support for families with special needs.
Services
Wealth Management
Our wealth management services combine investment strategies with risk management to grow and protect assets. We focus on tax efficiency, market resilience, and long-term financial goals. Clients benefit from personalized portfolios aligned with their risk tolerance and retirement objectives.
Annuities
We offer annuity solutions designed to provide predictable income streams during retirement. Our products help mitigate longevity risks while offering flexible payout options. Advisors gain access to competitive rates and customizable features for client-specific needs.
Life Insurance
Our life insurance products protect against income loss from premature death, supporting estate planning and legacy goals. Policies include term, universal, and indexed options with benefits tailored to household financial needs.
Long-Term Care
We provide long-term care solutions covering nursing home, assisted living, and in-home care expenses. Our hybrid policies combine protection with asset growth potential, offering flexibility for future healthcare needs.
Disability Planning
Our disability insurance safeguards income against unexpected job loss due to injury or illness. Policies ensure financial stability during recovery periods, with customizable benefit periods and coverage amounts for professional and personal needs.
Questions
What financial services does Simplicity Group Holdings offer?
We provide annuities, life insurance, long-term care, disability planning, and holistic financial strategies tailored to client needs.
How does Simplicity support financial advisors?
We offer tools, technology, and partnerships with 100+ asset managers and 70+ insurance carriers to enhance advisor capabilities.
What areas do you serve?
We operate nationwide with 86+ sales offices and three operations centers across the United States.
Do you specialize in special needs financial planning?
Yes, we partner with Protected Tomorrows to provide tailored solutions for families with special needs.
How long has Simplicity been in business?
We were founded in 2016 and have completed 65+ acquisitions to build our national platform.
