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.

Savings Accumulation

Estimate the future value of your current savings.

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.

Roth IRA Conversion

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

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Adjusting Your Tax Withholding

Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.

A Map for Your Family

A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?

When Buying Is Easy, Paying Later Can Be a Problem

Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.

Avoiding Probate

Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

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