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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Car Affordability

How much can you afford to pay for a car?

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Small Businesses Could Face Borrowing Challenges

Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.

Home Energy Tax Credits

There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.

Will You Work Beyond Traditional Retirement Age?

Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

On the Move Again: International Travel Tips

Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.

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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