CONNECT

Address:

TALLAHASSEE OFFICE
1616 Metropolitan Circle, Suite C
Tallahassee, FL 32308
850-692-2500


EASTPOINT OFFICE
171 Highway 98 West, Suite K
Eastpoint, FL 32328
850-670-1253

DESTIN OFFICE:
(By Appointment Only)

Phone:

Fax/Other:

850-692-8009

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

We take time to get to know you and your circumstances, once your goals have been established, we will help customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

We serve individuals and businesses in all areas of Wealth Management, including:

  • Retirement Planning
    Making the most of your employer-sponsored retirement plans and IRAs.  Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax Management
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate Planning 
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. We strive to help to minimize exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk Management 
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most appropriate policy for your situation.
  • Education Funding 
    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Planning 
    Determining your asset allocation* needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
  • Employee and Executive Benefits 
    Helping your business attract and retain qualified employees through benefit packages.

*Asset allocation does not protect against loss of principal and neither assures or guarantees better performance. Asset allocation cannot protect against loss of principal due to changing market conditions.

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

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck