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.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

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.

On the Move Again: International Travel Tips

Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.

HOT TOPIC: What’s Happening in the World of Higher Education?

This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.

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.

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