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.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Cost of Retirement

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Virtual Health Care Is Here to Stay

Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.

How Much Life Insurance Do You Need?

Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.

Avoiding Probate

Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

Retirement Savings in a Volatile Market

Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

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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