Licensed and independent financial advisors

Protect what you have. Grow what you need.

Loans, investments, tax advisory and insurance from Anchorage advisors who put the security of your money first, at every step.

  • No hidden fees
  • Secure document handling
  • Free first consultation
Rolled US dollar bills secured with a padlock
Your Protection Plan
  • Emergency savings
  • Fraud safeguards
  • Right-sized coverage

Licensed Advisors

Qualified professionals in lending, tax and insurance

Secure Handling

Careful protection of your documents and data

Clear Pricing

Every fee explained in writing, upfront

Alaska Based

Local advisors who understand Alaskan life

Steel bank vault door Security first
About Money Security Guide

A safer way to borrow, save, invest and protect

Money Security Guide is an independent financial services firm in Anchorage, Alaska. We help individuals, families and small businesses make sound financial decisions with one guiding principle: your money should be protected before it is put to work.

One dedicated advisor for your whole financial picture
Secure handling of every document you share
Options from a broad network of trusted providers
Straight answers in plain English
Discover Our Approach
Our Services

Financial services designed to keep you secure

From your first loan to your retirement plan, every service we offer is built to protect your finances first and help them grow second.

Personal Loan 01

Personal Loan

Secure, fixed-rate personal loans with transparent terms, fast decisions and a repayment plan that protects your monthly budget.

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Credit Loan 02

Credit Loan

Credit lines and credit-builder loans backed by fraud monitoring guidance, so you can borrow flexibly while keeping your credit safe.

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Mortgage Loan 03

Mortgage Loan

Home purchase and refinance mortgages with careful lender comparisons, secure document handling and a rate you can count on.

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Wealth and Investment Planning 04

Wealth and Investment Planning

Diversified, risk-aware portfolios and retirement plans designed to grow your wealth while protecting it through market ups and downs.

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Tax Advisory 05

Tax Advisory

Federal tax planning and preparation for Alaskans, from Permanent Fund Dividend questions to small business returns and deductions.

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Insurance Services 06

Insurance Services

Life, health, home, auto and business coverage compared across trusted carriers, so your family and assets stay protected.

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How It Works

Four steps to a more secure financial life

Step 01

Free Security Review

We review your accounts, debts, coverage and goals in a relaxed, no-pressure conversation.

Step 02

Find the Gaps

We identify risks such as thin savings, costly debt, weak coverage or exposed accounts.

Step 03

Build Your Plan

You receive a clear, written plan that protects what you have and grows what you need.

Step 04

Review and Adjust

We check in regularly and update your plan as your life and the markets change.

Why Choose Us

Advice built around keeping your money safe

Protection comes first

Every recommendation is weighed against the risks it could create for your family.

Independent advice

We compare products from many providers instead of selling a single company's products.

Plain-English guidance

We explain your options clearly so you can make confident decisions.

Ongoing support

Regular reviews keep your plan aligned with your goals as life changes.

Key opening a safe deposit box
Security is not about fear. It is about being ready for whatever comes next.
Client Stories

Families who feel more secure

“Money Security Guide helped me set up credit freezes and account alerts after a data breach. I finally feel my accounts are protected.”
Ethan Caldwell
“Our mortgage in Anchorage was handled carefully from start to finish, with secure paperwork and a rate we could count on.”
Hannah Brooks
“They reorganized our savings so every dollar stays within insured limits and built a portfolio that fits our comfort with risk.”
Marcus Bennett
“Their tax team answered all of my Permanent Fund Dividend questions and prepared our return quickly and accurately.”
Olivia Grant
“They reviewed our insurance and found better home and life coverage for our family at a fair price. Honest and thorough.”
Jacob Turner
“Calm, knowledgeable and genuinely protective of our interests. I recommend Money Security Guide to every family I know.”
Sophia Reynolds
Questions

Answers before you get started

Cannot find what you are looking for? Our team is happy to help by phone or email.

Ask a Question

Simply call us, send a message through our contact form or visit our Anchorage office. Your first consultation is free and comes with no obligation.

Your initial consultation is always free. Before any paid service begins, we explain every fee clearly in writing so there are no surprises.

We collect only the information needed to serve you, store documents securely and never sell your personal information. You can read the details in our Privacy Policy.

Yes. We help clients secure affected accounts, place credit freezes, review credit reports and create a step-by-step recovery plan.

Absolutely. We serve clients throughout Alaska and across the USA by phone, video call and secure email.

We compare policies from a broad network of trusted, licensed carriers so we can recommend coverage that fits your needs and budget.
Latest Blog

Money security guides

Is your money as secure as it could be?

Book a free, no-obligation financial security review with a licensed advisor.