We serve individuals and businesses in all areas of financial management, including:
- Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. We will help to determine how much you need to retire comfortably. Managing assets before and during retirement.
- Tax management
We help you find ways to reduce your tax liability and look for ways to help reduce your future tax burden. Referring you to qualified tax specialists.
- Estate planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Coordinating with your tax and legal advisors.
- Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. We will work to find the best policy for your for your situation.
- Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.
- Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
"Securities America and its representatives do not provide tax or legal advice. Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor for the latest IRS rulings and specific tax advice, prior to undertaking an investment plan. You should consult with your tax advisor regarding your specific legal or tax situation."