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.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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: A Cautiously Optimistic Economic Outlook for 2024

The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.

New FAFSA Favors Grandparent College Giving

Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

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.

You’ve Received an Inheritance, Now What?

Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.

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