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.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Strategies for Taking RMDs

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

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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