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.

Home Affordability

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

Cost of Retirement

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

Savings Accumulation

Estimate the future value of your current savings.

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Portfolios Get Personal: Growing Interest in Socially Responsible Investing

This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.

Take Advantage of Deductions for Business Investments

A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

Stock Market Risks in the Spotlight

Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.

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.

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