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OUR SERVICES/THE PLANNING PROCESS



Personal Services

  • Financial Planning
    • Fee Based
    • Non-Fee Based
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Education Planning
  • Charitable Giving
  • Pension Alternatives
  • Asset Allocation
  • Automatic Account
    • Rebalancing
  • Institutional Money Managers
  • Asset Management

Business Services

  • Business Planning
  • Business Continuation
  • Business Valuation
  • Estate Planning
  • Financial Planning
  • Succession Planning
  • Employee Educational
    • Seminar Programs
  • Group Insurance
  • Personal Insurance
  • Qualified Plans
    • Pension
    • Profit Sharing
    • 401 (k)
  • Business Insurance
    • Buy-Sell
    • Key Person
  • Executive Compensation
    • Deferred Compensation
    • Executive Bonus

Individual Products

  • Annuities
    • Fixed
    • Variable
    • Immediate
  • Variable Insurance
    • Variable universal life
    • Variable second-to-die
    • Single payment variable
  • Qualified Retirement Plans
    • IRAs
    • SEPs
    • Keoghs
  • Long Term Care Insurance
  • Life Insurance
  • Disability Insurance
  • Medical Insurance

Brokerage Services

  • Mutual Funds
  • Individual Securities
  • Wrap Accounts

Securities America and its representatives do not provide tax or legal services. Those services are offered in conjunction with other qualified professionals.