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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Car Affordability

How much can you afford to pay for a car?

Savings Accumulation

Estimate the future value of your current savings.

Federal Income Tax

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

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Newsletters

Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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