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.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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HOT TOPIC: Automating the American Workforce

What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.

HOT TOPIC: Brick-and-Mortar: The Precarious Fate of Traditional Retail

How current trends in the retail industry could affect consumers, workers, and the broader economy.

Advance Medical and Legal Directives

Expressing your wishes in advance could help loved ones feel more confident making medical or legal decisions.

Could the AMT Boost Your Taxes?

An explanation of how the alternative minimum tax works. It is expected to affect about 4.3 million taxpayers in 2016.

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