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.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Locked Out? How to Break Into Today’s Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

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