Amarillo, TX Office

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Financial Security Services Group, Inc. logo

Financial Security Services Group, Inc.

Supported

Firm-wide stats for Financial Security Services Group, Inc.

Total advisors

4

Across 2 offices

Clients per advisor

81 High

Avg AUM per client

$258,204 Very Low

HNW client ratio

13% Low

About

Financial Security Services Group, Inc. provides advisory services primarily to individual and high‑net‑worth clients, managing roughly $83.4 million across about 323 client relationships through a small advisory team. The firm offers discretionary asset management, direct management of variable annuity and variable life sub‑accounts, financial planning and consulting, and client workshops.

FSSG’s investment program is discretionary and combines fundamental and technical analysis with portfolio monitoring and third‑party manager models; the firm also discloses use of a proprietary market‑timing signal that can move all or part of portfolios into and out of stocks, ETFs, and mutual funds. The firm works with co‑advisors/third‑party managers under written arrangements and discloses that market‑timing can increase trading frequency and create tax and transaction considerations for clients.

Notable distinctions disclosed in the brochure include an affiliation with an insurance business: the firm’s president maintains a licensed insurance practice and receives commissions and overrides from that separate activity, a relationship the firm identifies as a potential conflict of interest. FSSG also offers no‑charge educational workshops for clients and prospects and participates in a documented fee‑sharing and long‑term incentive arrangement with a third‑party portfolio manager tied to AUM thresholds.

Based on Financial Security Services Group, Inc.

Expertise

General retirement planning Income planning Medicare planning Annuities General tax planning

Based on Financial Security Services Group, Inc.

Occupation focus

Founder/Business Owner Retired

Based on Financial Security Services Group, Inc.

Demographic focus

Approaching retirement Established Professionals

Based on Financial Security Services Group, Inc.

Location

Amarillo TX

Advisors at this office

1

View complete list of advisors at this office
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