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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Understanding the value of a home warranty.
There are four very good reasons to start investing. Do you know what they are?
It's important to make sure your retirement strategy anticipates health-care expenses.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Marriage changes everything, including your insurance needs.
Apps that help small business owners better manage and grow their business.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Are Real Estate Investment Trusts right for your portfolio?
Pundits say a lot of things about the markets. Let's see if you can keep up.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.