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Our Services

Client Centered

Client Centered

Our clients approach us with a myriad of financial planning needs, from saving for their first home to preparing for retirement. As we create a personalized financial plan, we lead them through a systematic process, fostering a sense of confidence in their decisions. Once we've identified your goals, we will develop customized strategies to align with your vision and objectives. Our robust financial plan includes the following products and services:

Retirement Planning

Retirement Planning

Being prepared for retirement is important. We can help you prepare to and through retirement. Our approach to successful retirement planning consists of the following:

Estimate future income needs and project desired income at retirement

Discover and project future income sources

Calculate necessary additional contributions or assets needed

Discover most tax efficient use of assets

Designate purpose of available assets

Wealth Management

Wealth Management

Investing should be easy –buy low and sell high – but most of us have trouble following that simple advice. Principles and strategies may enable you to assemble an investment portfolio reflecting your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help avoid pitfalls that snarl some investors.

Tax Efficiency Planning

Tax Efficiency Planning

TAX SEASON IS 365 DAYS A YEAR

With a bit of planning, we can help you maximize the tax efficiency of your portfolio and help reduce the effect of taxes on your investments. Our approach to tax efficiency planning consists of:

  • 33 point review of investment/asset impact on taxes
  • Projecting future investment/asset and retirement distribution impact on taxes
  • Reviewing and recommending beneficial use of qualified investment plans
  • Tax impact on government benefits


**Securities America and its representatives do not offer tax advice.**

Estate Planning & Life Transitions

Estate Planning & Life Transitions

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.