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

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

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

Cash Flow Analysis

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

College Funding

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

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Newsletters

Life Insurance Might Help During Turbulent Economic Times

During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Understanding the “No Tax on Tips” Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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