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.

College Funding

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

Cost of Retirement

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

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

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New Medicare Rules Tackle Prescription Drug Prices

The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.

Tracking the Fed’s Progress on Disinflation

This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.

A Mortgage Recast Is an Alternative to Refinancing

This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.

Social Security 101

Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.

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