Broker Check

1375 Exposition Blvd, Suite 201
Sacramento , CA 95815

Richard Maxey

(916) 437-4265

Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

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.

Helpful Content

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Enter various payment options and determine how long it may take to pay off a credit card.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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A presentation about managing money: using it, saving it, and even getting credit.

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Learn more about taxes, tax-favored investing, and tax strategies.

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Women must be ready to spend, on average, more years in retirement than men.

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Do you know these three personal finance sayings?

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There are hundreds of ETFs available. Should you invest in them?

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To Buy or Not to Buy

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