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?

Home Affordability

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Expectancy

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

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The College Landscape in 2026

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

Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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