Fiduciary Basics
What does a licensed fiduciary actually do?
A licensed fiduciary is legally obligated to act in your best interest — not their own. Here's what that means for your trust or estate.
Secura Aide
A Licensed Fiduciary - Safeguarding your financial future with expert guidance and integrity.
About Secura Aide
We offer professional fiduciary services for those living in the Central Coast, be it for trusts, estates, conservatorships, or POA agreements. Our focus is on the estate, which includes your house, car, stocks, bonds, and savings.
Our Mission
Secura Aide's mission is to give its clients long term happiness.
Strategy
Its strategy is to service your financial, welfare, and health needs.
Vision
Our Vision involves three phases:
- We meet with you to understand your goals, needs, and desires, as well as the resources available.
- Develop a written plan which aims to accomplish those goals, needs, and desires with all available resources.
- We continue to meet with you to discuss, change, and maintain the plan as it relates to your goals, needs, and desires.
Our Services
Trustee Services
This includes trustee, successor trustee, and executor services.
Conservator Services
Focusing on either the person or the estate, this service is heavily tailored to the individual and their needs.
Agent Services
Includes acting as an agent in a Power of Attorney agreement (for health or finances) or as an administrator to your estate.
Fee Schedule
For detailed information about our fees, please refer to our Fee Schedule PDF.
Resources & Insights
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Trusts
When should you set up a trust?
Trusts aren't just for the wealthy. Learn when a revocable living trust makes sense for Central Coast families.
Power of Attorney
Understanding your power of attorney options
Health POA vs. financial POA — what's the difference and why having both matters as you age.
About John McManus
John was born Oregon in 1997, raised in California's Central Coast for more than a decade along my sister. His parents are involved in wealth, his father in finance and his mother in accounting. He attended Cuesta for 4 years, then graduated from Cal Poly in 2021 with a bachelor's degree in business administration, finance. From then on, he joined his father's financial practice, earning the series 65 and the trust of his clients. He's also a member of Cayucos Lions Club, serving as their Treasurer from 2021 to present day.
John McManus
Licensed Fiduciary, No. 1431
Contact Us
Phone: (805) 504-1220
Fax: (805) 504-1457
Email: John@securaaide.com
Mail: 696 So. Ocean Ave., Cayucos, CA 93430
