Highland Village, TX Office
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Financial Security Services Group, Inc.
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Firm-wide stats for Financial Security Services Group, Inc.
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.
Expertise
Demographic focus
Location
2900 Village Parkway, Suite 330
Highland Village TX 75077
Advisors at this office
3
Advisors at this office
Wesley W
ChFC®
Highland Village, TX
Financial Security Services Group, Inc.
Wesley Warren is a ChFC® credentialed advisor with over 12 years of industry experience. He has been affiliated with Financial Security Services Group, Inc. since 2013 and has led W.W. Warren Ins Group, Inc. DBA FSS Group since 2015. Warren’s background includes extensive experience in insurance product sales alongside his advisory work. Financial Security Services Group primarily serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, including a proprietary market-timing signal, and offers educational workshops to clients and prospects.
Jerome L
CFP®, Series 63, Series 66
Highland Village, TX
Financial Security Services Group, Inc.
Jerome Leftwich is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Financial Security Services Group, Inc. He has held previous roles at firms including Q3 Asset Management, Flexible Plan Investments, and Wells Fargo Investments. Outside of finance, Leftwich has experience working with community and educational organizations such as Parish Episcopal School and Oak Creek Tennis Center. Financial Security Services Group, Inc. provides advisory services to individual and high-net-worth clients, managing approximately $83.4 million across more than 300 client relationships. The firm offers discretionary asset management, financial planning, and client workshops, utilizing a combination of fundamental and technical analysis alongside proprietary market-timing strategies.
Saragail C
Series 66
Highland Village, TX
Financial Security Services Group, Inc.
Saragail Calloway is a financial advisor with Financial Security Services Group, Inc. She holds a Series 66 designation and has 11 years of industry experience. Prior to joining her current firm in 2019, she operated Calloway Financial Inc. for four years and has been involved with Calloway Insurance and Financial Services since 2004, where she is an owner and insurance agent. Financial Security Services Group, Inc. serves primarily individual and high-net-worth clients, managing approximately $83.4 million through a small advisory team. The firm offers discretionary asset management, direct management of variable annuity and life sub-accounts, financial planning, consulting, and client workshops, employing a discretionary investment approach that combines fundamental and technical analysis with portfolio monitoring and third-party manager models.
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