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.

Roth IRA Conversion

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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The Cost of Family Caregiving

A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

Setting a Retirement Savings Goal

This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.

Three Questions to Consider During Open Enrollment

Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.

Rain, Sleet, Snow — and Lawsuits?

Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.

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