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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Estimate how much of your Social Security benefit may be considered taxable.
Volunteering in Retirement
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Annuity Comparison
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Bull & Bear Markets: A Timeline
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The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Gun Ownership and Your Homeowners Policy
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Are You Prepared for an Estate Tax Sunset?
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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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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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Saving for College 101
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.