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.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Taxable Equivalent Yield

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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A New Year, A New Opportunity to Save with a 529 Plan

This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.

Does the Social Security COLA Help If You’re Not Receiving Benefits?

This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.

Four Key Objectives of a Sound Retirement Plan

A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

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