Services

How We Work

We specialize in helping individuals develop and implement sound financial strategies to achieve financial independence. Please explore our website and the wealth of information here. We offer personalized, hands-on service and work hard to educate our clients about financial concepts, strategies and products to take the mystery out of investing, insurance and preserving wealth.

Investments

Managed Accounts

Common Stock

Bonds

IRA

Roth IRA

SEP IRA

Simple IRA

529 Plans

Brokerage Accounts

Annuities

Tax Advantaged Investing

Socially Responsible Investing

Qualified Retirement Plans

Defined Contribution Plans

Defined Benefit Plans

Financial Planning

Wealth Management
Liquidity Planning & Lending

Retirement Planning

Estate Planning

Special Needs Estate Planning

College Funding

Executive & Employee Benefit Strategies

Charitable Giving Strategies

Insurance

Life Insurance

Long-Term-Care Insurance

Disability Income Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jim.gilmore@securitiesamerica.com | 949.681.8421