Our Services

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Built to serve you.

While developing a customized, comprehensive and objective wealth management plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

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As Your Financial Advisor, We Can:

• Help you clarify and define your goals
• Recommend solutions that fit your needs
• Deliver timely information
• Monitor your financial progress
• Make investment planning easier
• Explain how changing financial conditions affect you

Once Your Goals Have Been Established:

We can help you work towards your goals utilizing the following products and services:

• Tax-reduction strategies
• Investment management, including stocks and mutual funds
• Retirement planning
• Estate planning and preservation
• Asset protection through insurance and annuity products
• Real Estate Investment Trusts
• Life Insurance
• Alternative Investments

Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your particular situation.

Please let us know if you would like to meet with us for a free, no obligation review of your current financial strategy