Services We Provide

 Wealth Management

• Strategic and Tactical Professionally Managed Portfolios.
• With Risk Management as focal point... Diversification amongst asset allocation approaches, investment styles, as well as leading investment managers.
• Innovative solutions to preserving wealth and maximizing opportunities for growth.

 Estate & Retirement Planning

• Transitioning wealth can be a complicated issue. Who’s going to get all the money you leave behind?
• Creating long-term financial security through wealth accumulation goals based on expected earnings, spending aspirations, and career length.
• Building a financial foundation to protect a client and their families.
• Trust Services.

Insurance Services

• Life, Long-term Care, Annuities.
• Injury Protection.
• We recognize the special insurance needs of an athlete. Injuries are part of sports and can have a dramatic effect on an athlete’s career and earnings; therefore we provide insurance products specifically tailored to you and your particular sport.

Tax Planning & Preparation (Through CPA Affiliation)

• Tax Efficient Investments.
• Planning tax payments cost-effectively and efficiently.
• Knowledge of the tax rules pertaining to our clients. 
• Preparing tax projections in order to effectively budget and set aside funds for income taxes.
• Preparing tax returns (Federal & State).
• Managing an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes.

Business Management (Through CPA Affiliation)

• Income and Expense Management.
• Budgeting- Business & Household.
• Banking and Bill Payments.
• Service Setup (utilities, phone, cable, etc).
• Vendor and Creditor Management.

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