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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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How to Correct an Error on Your Credit Report

Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

Passive, Active, or Both?

Index funds or traditional actively managed funds: Which approach, or both, is most effective?

HOT TOPIC: Is the U.S. Economy in a Recession?

This article looks at how a recession is officially determined and some current indicators that suggest strength or weakness in the U.S. economy.

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.

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