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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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.
An inside look at how marginal income tax brackets work.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Read this overview to learn how financial advisors are compensated.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
Even low inflation rates can pose a threat to investment returns.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.