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.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

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Why the EPA is Focusing on “Forever” Chemicals

In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.

New FAFSA Favors Grandparent College Giving

Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

It’s Your Money: Why Not Get Your Withholding Right?

Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.

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.

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