How We Help You Succeed

Our team has refined a process that seeks to put all the pieces of the puzzle together to create a work optional lifestyle!

3D Process

Our Services

We provide comprehensive financial planning for future retirement, or those already retired. We educate clients on strategies to pursue their desired standard of living.

Financial Planning Investment Strategies Income Distribution
Ongoing Investment Monitoring Risk Assessment Estate Planning
Periodic Reviews Wealth Management Retirement Counseling
Comprehensive Portfolio Management Tailored Asset Allocation & Diversification Financial Education

How We Communicate With You

Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities, our informative client newsletter and weekly e-mail. You can also count on a response within 24 hours whenever you contact us with a question or concern.

Our Firm

Securities America, Inc. based in Omaha, Nebraska was founded in 1984 and is a national top 10 independent broker-dealer (as ranked by Financial Advisor magazine, 2017). Beginning 2018, Securities America Advisors had approximately $86 billion in total client assets under supervision. Securities America has over 2,500 financial representatives and is registered in all 50 states.

Weekly Market Commentary - October 7, 2019  October is National Cybersecurity Awareness Month. We take our internet-based devices with us whereever we go. This constant connection has transformed our lives, but it also creates opportunities for cybersecurity threats that can compromise our important personal information.  > Read more

3 Major Retirement Hazards to Avoid. Retirement planning is a tricky process. Even if you have a retirement plan with a clear set of financial and lifestyle goals, it's important to be aware of several common missteps that many fall victim to.  > Read more

Roughly one-third of people retiring early did so because they planned to or could afford to. However, a recent survey showed that the most common reasons for early retirement were due to health issues or a downsize in employment.  > Read more

Are You Ready for Retirement? According to the Social Security Administration a 65-year old can expect to live another 20 years on average, 25% of those will hit age 90, and one in 10 will live past 95. Individual Retirement Accounts are a crucial component to many retirement plans. There are two major types of IRAs available. > Read more

Thousands of visitors turned out for the 24th Annual Car Show in downtown San Clemente. At Securities America, we pride ourselves on providing exceptional service and Arlon Enmeier is no exception to that in work or play. We enjoyed meeting many people in the community and sharing the benefiits of retirement planning, while showcasing Arlon's very own 1959 Classic Red Convertible Corvette.

I would like to rebut his misleading and factually inaccurate view regarding annuities: Why I still hate annuities. Here are the reasons these investments are bogus. A Letter To: Nicole Carroll, Editor USA Today. Dear Ms. Carroll, In response to Kenneth Fisher’s opinion piece in USA Today, dated April 14, 2019 > Read more

Arlon and his family were recently featured in San Clemente's South of the Pier Magazine. The Enmeier family are true San Clemente locals, having lived here since 1972. According to Florine and Arlon, it has been a wonderful place to establish roots and raise their family. Arlon, grew up on a wheat and cattle farm in central Oklahoma. He received his bachelor of science degree from Oklahoma State University and immediately headed west to California.  > Read more