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Old Security Group

Company: Old Security Group
Contact: Matt Hausman
Address: 1055 Andrew Drive, Suite D
City: West Chester
State: PA
Zip: 19373
Phone: 610-719-3003
Fax: 610-719-3004
Email: matt@oldsecuritygroup.com
Website: www.oldsecuritygroup.com

About My Practice

Old Security Group is an Independent Registered Investment Advisory Firm specializing in helping federal employees maximize and take full advantage of all their benefits — plan and prepare for the retirement lifestyle they have worked so hard to achieve. We offer a holistic approach that includes financial planning and investment management, tax planning, legacy and estate planning.

Offering Advice Since

2009

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:  Life, Health & Annuities
Security Licenses:  Series 65

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies

My Association with the Office or Firm

Owner/Partner

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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