SERVICES

Investment Services
We provide full brokerage services for stocks, bonds, mutual funds and variable annuities. We will:

  • Evaluate existing assets
  • Discover goals
  • Clarify objectives
  • Set priorities critical to financial well being
  • Develop personal financial strategy

We will develop, implement and manage your personalized portfolio.

Retirement Planning
If you are close to retirement or just want to plan ahead, we can help create the plan that is right for you. Have you considered:

  • Where you plan to live
  • What lifestyle you will choose
  • How you visualize yourself in retirement

Together we will:

  • Assess your financial situation
  • Learn and understand retirement/pension plans
  • Define your goals
  • Evaluate current & future income needs
  • Identify and establish all income sources
  • Identify gaps in income and expenses
  • Develop a retirement savings plan
  • Determine tax consequences

Pursue your retirement goals and enjoy all the years that follow.

Estate Planning
A properly structured estate plan allows you to choose beneficiaries, provide for the management of your assets and reduce or eliminate taxes. Have you considered:

  • How your assets will be dispersed to heirs
  • How to ease transfer of assets
  • Whether a trust is appropriate
  • Tax consequences to your family

We want to make sure that you, your spouse and your family are prepared for the future.

Insurance Planning
Your insurance needs will change over time and should be reviewed periodically. We will:

  • Assess your insurance needs
  • Analyze your current policies
  • Explore available options
  • Make any necessary recommendations

Our licensed staff will evaluate your insurance needs and help determine what may be suitable for your financial plan.

College Planning
If you have children or grandchildren and want to help fund their college education, we can help you make that possible. We will:

  • Review objectives
  • Analyze available resources
  • Determine appropriate college savings plan options

Providing for your child's college education may be one of the most significant investments you make.

Disclosures
Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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