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Accumulate * Grow and Protect * Enjoy and Transfer


We suggest investments that match your investment philosophy and risk tolerance. We monitor the results to help better reach your goals. Your investments are protected by some of best local and national money managers. For over 25 years we have been helping Physicians and their families plan for the future. Let us help you navigate IRS rules and regulations, devise a plan that helps you maximize your income's growth.

  • Pension Design and Maximization
  • Private Pensions
  • Money and Investment Managing
  • Mutual Funds, Stocks, Bonds, Etc.
  • Educational Funding
  • Life Insurance
  • Systemic Forced Savings
  • Employee Benefits

Grow and Protect-

Life is uncertain, we will help you determine your future income needs, protect you from the "what ifs" and needless hardships, while planning for the rewards of a life well lived.

  • Retirement Planning
  • Update Trusts
  • Buy and Sell Agreements
  • Disability Protection
  • Accounting
  • Employment Contracts
  • Group and Individual Health

Enjoy and Transfer-

Maximizing your life's work and passing it on for you and your loved ones to enjoy is the best legacy. Understanding the ins and outs of your legacy and how to ensure it can be enjoyed for years to come is one of our main priorities. Securities America does not provide legal advice.

  • Estate Planning
  • Wills and Updates
  • Living Wills
  • Qualified Domestic Trusts
  • Living Trusts
  • Gifting