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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Home Affordability

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Three Life Insurance Strategies for Small Businesses

This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.

Student Loan Stress? These Plans Might Help

This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.

Accumulating Funds for Short-Term Goals

Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.

Should You Pay Off Student Loans Early or Save More for Retirement?

Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.

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