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.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

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

Life Insurance

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

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Four Key Objectives of a Sound Retirement Plan

A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

ISM Indexes Watch for Trouble on Both Sides of the Economy

Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.

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.

A New Year, A New Opportunity to Save with a 529 Plan

This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

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