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.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lifetime Earnings

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Federal Income Tax

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

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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.

Business Owners: Should You Organize as an LLC?

Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.

Tax-Loss Harvesting Offers Chance at Silver Lining

Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.

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