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.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

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The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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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