Broker Check

Services

Our advisors focus on providing consultative financial planning; professional wealth management; independent investment and insurance services; and retirement, business and estate planning strategies.

Solutions include:


INVESTMENTS/ASSET ALLOCATIONSRETIREMENT PLANNING
Money Markets/ Mutual FundsRetirement Income Analysis
Variable/Fixed/Index AnnuitiesIRA (Traditional/Roth)
Managed Portfolios/Wrap Programs401k (Traditional/Roth)
Tax-Free Bonds/FundsMoney Purchase/Profit Sharing Plan
Stocks & BondsCompany Retirement Plan Analysis
UIT's/IPO'sNon-Qualified Deferred Compensation
Real Estate Investment TrustsSEP IRA's
Syndicate & Investment BankingSIMPLE IRA's
Private Money Manager ProgramSingle K Retirement Plans
Social Security Analysis
INSURANCE
EDUCATION FUNDING
Life
HealthFox College Funding Program Affiliate
Disability529 Plans
Long Term CareCustodial Accounts
Financial Aid Evaluation
ESTATE PLANNINGEducational IRA's
Estate Tax Liability AnalysisBUSINESS PLANNING
Gifting Programs
Charitable GivingComprehensive Employee Benefits
Business Continuation
Buy/Sell Agreements
Employee Benefit Cost Analysis

REFERENCES AVAILABLE FOR SERVICES SUCH AS:
Mortgages
Tax & Accounting Services
Legal Counseling
Trust Documents

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.