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.
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Net Worth

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Breaking Down Clean Vehicle Tax Credits for Business Owners

Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

Why Buy Life Insurance During Unsettled Economic Times?

This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.

Setting a Retirement Savings Goal

Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

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