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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding how a stock works is key to understanding your investments.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Being healthy not only makes you feel good, it may also help you financially.
The item most homeowners forget on their home improvement project checklist is insurance.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Recent changes in estate tax laws could affect the strategy you have in place.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Taking your Social Security benefits at the right time may help maximize your benefit.
What does your home really cost?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Are Real Estate Investment Trusts right for your portfolio?