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.

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

IRA Eligibility

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Putting Your Nest Egg in Three Baskets

Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

Your Estate: Have You Looked at These Legal Documents Lately?

This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.

Investing in UITs

A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?

Consider a Roth Conversion for Tax-Free Income

Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.

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