First Security Capital Management, LLC

First Security Capital Management, LLC has been serving investors in Venice and Sarasota Florida for over 30 years with a combination of sound financial advice, individualized stock and bond portfolios, and investment management expertise.  We are a registered investment advisor with the SEC and a full service tax preparation and estate planning firm.  Our proprietary money management system, FOLLOW THE MONEY, offers many advantages that may be unavailable through a traditional stock broker, CPA, bank or other Venice and Sarasota FL financial advisors.

Our firm is dedicated to helping you build wealth, protect it, and pass it down from one generation to the next. We do that by developing a comprehensive financial, estate, and tax plan - your personal Living Estate Plan. 

Our staff includes Chartered Financial Consultants, CERTIFIED FINANCIAL PLANNER™ (CFP®) certificants, Certified Public Accountant's (CPA), and Enrolled Agents licensed to practice before the IRS.  We are driven to provide objective analysis and advice based solely on your needs and the investment choices available to you.  Since our managed portfolios are fee based, there’s no reason for us to make an investment unless it benefits the portfolio.  Our allegiance is to you – not to any Wall Street brokerage firm, particular fund group, or big accounting organization.  Therefore, our emphasis is on your goals and your comfort level.

We offer access to a complete range of diversified portfolio management services with our proprietary tactical asset allocation and management system, FOLLOW THE MONEY.  Our Venice FL finance investment team uses technical analysis, fundamental analysis, market trends, and exit strategies to control risk and to determine which sectors to invest in, for how long, and when to take profits.

Perhaps most importantly, we review your portfolio daily to make sure your investments match your changing situation – your time horizons, your goals, your income tax situation, your income needs, and your feelings about risk; and, then we coordinate all of this with your personal Living Estate Plan. 

We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.  Our accounting department offers a broad range of services including small business accounting, QuickBooks® bookkeeping services and training, income tax preparation, offer in compromise (OIC) to the IRS, and daily money management for busy professionals and seniors. 

TAX PLANNING ALERT

In 2010, the advantages of a Roth IRA will be available to all investors, no matter what their annual household income.  Although contributions to a Roth IRA aren’t tax-deductible, qualified withdrawals are normally income-tax free. In addition, there are no required minimum distributions during the Roth IRA owner’s lifetime, and no age at which you must stop making contributions.