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.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

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

Taxable Equivalent Yield

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

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Newsletters

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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