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.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lease Payment

How much would your monthly lease payment be?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Enriching a Teen with a Roth IRA

A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.

Tracking the Fed’s Progress on Disinflation

This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.

All Eyes on the Earnings Picture

Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.

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