While developing a customized, comprehensive and objective wealth management plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

As your trusted financial advisor, we can: 

• Help you clarify and define your goals
• Recommend solutions that fit your needs
• Deliver timely information
• Explain how changing financial conditions affect you
• Monitor your financial progress
• Make investment planning easier

Once your goals have been established, we can help you work towards your goals utilizing the following products and services:

• Social Security Maximization
• Charitable Planning
• Tax-reduction strategies
• Investment management, including stocks and mutual funds
• Retirement planning
• Estate planning and preservation
• Asset protection through insurance and annuity products
• Real Estate Investment Trusts
• Life Insurance
• Alternative Investments

Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your particular situation.