| 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
