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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Taxable Equivalent Yield

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Social Media Marketing Strategies

Social media is a convenient way for a small business to build customer relationships and gain market exposure.

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

HOT TOPIC: Tax Reform: How Will You Be Affected?

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.

Insuring Your College Student

Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.

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