Fee-Based Financial Advisors Working For You
It is no secret that individuals who work with a financial planner are more prepared for any financial situation that should come along. But statistics show that less than 15% of all financial advisors perform any financial planning services at all. At Securities America, we put the process before the product and provide fee-based wealth management tailored to our clients’ needs and objectives. We have access to a wide variety of third-party money managers and products that focus on managing different aspects of our clients’ portfolios, and we take a holistic planning approach to their finances.
We specialize in retirement planning, pension plans such as CALPERS, and 401(k) plans. We understand that each client is unique and we develop plans that are suited for their needs and work to educate them on their investment decisions. We believe that the best client is an educated client, therefore we spend a significant amount of time helping our clients understand why we do what we do. We provide our clients a high level of individual attention.
You deserve to work with a financial advisor that puts your needs first, plans with you to pursue long-term goals and educates you along your investment journey. We encourage you to contact us today to get started.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Building Your Legacy
A four-step framework for building a personal legacy.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Don’t overlook the need for renter’s insurance if you rent your home.
Technology tips to make your next trip even better.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.
When should you take your Social Security benefit?