Securities America

Wealth creation and preservation is our primary focus.  Together, we can help identify your goals, assess your needs, establish a plan of action, then manage that plan.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Know Your Mutual Funds

Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

Considering Preferreds? Proceed with Caution

Considering investing in preferred stocks? This overview examines the risks and potential benefits.

Need to Tap Your 401(k)? Proceed with Care

Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.

Are Your Designated Heirs Up-to-Date?

The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck