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 - August 3, 2020 Things You Can Do With an IRA But Not a 401k Today's Weekly Market Commentary highlights some of the features of an IRA that allow for greater flexibility and qualified withdrawals .  > Read more

Too Late To Save? Think Again! There is always something you  can do to save for retirement, even if you think it's too late > Read more

Delay Receiving Social Security to Increase Benefits  In 2019 the maximum Social Security benefit is $2,861 a month at the normal retirement age,   > 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  > 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  > 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,  > 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 this misleading and factually inaccurate view regarding annuities: Why I still hate annuities. Here are the reasons these investments are bogus. > 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.  > Read more