Broker Check

1375 Exposition Blvd, Suite 201
Sacramento , CA 95815

Richard Maxey

(916) 437-4265

 
Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance

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 your monthly and annual income from various IRA types.

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Is a SEP-IRA Right for Your Business?

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Please Leave Home Without It

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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This calculator can help you estimate how much you should be saving for college.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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How federal estate taxes work, plus estate management documents and tactics.

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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.

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Making the most of surprises is a great reason to work with us.

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Here is a quick history of the Federal Reserve and an overview of what it does.

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