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Wealth - Coaching/Consulting

imageCapturing the colors of life to energize and activate True Wealth!

Have you ever simply wanted someone to talk with about wealth, legacy planning, family governance and your vision for living a great life? How about a professional that does not get paid by managing your wealth or selling you solutions?

Our clients know it's not just about how much money you make, but how you make it. A lot of people make a lot of money - but in careers or businesses that entrap them, obligate them, burden them, stress them, bore them. Our Clarity of Wealth Coaching & Consulting process is a UNIQUELY LIBERATING experience!

What we do at Securus!

In the field of the human side of wealth we work with wealthy families and individuals who know there is a better way to live intentional dynamic lives.

We do this by understanding you and making your True Wealth more effective for you, your family, your business(es) and for others. We work with clients who live intentional lives, with big vision for the future, who are looking for a collaborative guide and visionary partner to help make those visions a reality.

We have a track record of helping clients ask better questions, integrating the performance and solutions of your professional advisory team within the context of your life. We help you improve the performance of your personal resources and ideas and create implementation models that are truly effective. Through personalized, family and team coaching, using a tested model for visioneering and empowerment, we help our you identify and actualize what before seemed at best merely a dream.

We invite you to investigate further and welcome the opportunity to speak with you in person.

Working With Us

Working with Securus Private Client Group opens your world to coaching, advocacy, implementation and resources in the following areas:

* A Personal CEO,

* Identifying and Empowering your True Wealth,

* Living an Intentional Purposeful Life,

* International Tax and Estate Planning.

* Wealth Management & Preservation.

* Risk Management, Business & Personal

* Individual, Family and Team Coaching.

* Implementation with Accountability,

* ...and More.

One Clients View:

"For years, I struggled with the typical approach to professional planning. I’d call my Accountant, Lawyer, Life insurance people when I had a problem and rarely did they offer solutions...I had to initiate the call and they played catch-up. When I met Chuck Kissée, of Securus, I realized that I had a "life changing” opportunity. None of my “specialists” ever asked my wife and I what we wanted to do with ourselves 5 and 10 years from now. None of them ever took a counseling/coaching approach to our lives and the integration of our existing plans with our dreams for the future. It seemed like they were more interested in their fee than in truly listening and offering solutions that helped us. Chuck changed that when he showed a sincere interest in our best results, asked really great questions and had us look at what we truly wanted from life. Chuck has helped us coordinate the sale of five businesses, has always offered creative solutions to complex transactions and is helping us look into the future when our calendar and resources will allow us to give back through philanthropic service to others. Chuck truly is a guide that understands many areas applicable to our businesses and our personal lives. I especially appreciate that his advice has never been tied to any particular service or product solution. Chuck truly is a trusted advisor and when something new shows up where we need advice we call Chuck first."

Alan Head: Mediator, Restaurateur, Golfer

 
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