OUR MISSION IS TO SUPPORT THE SUCCESS OF OUR CLIENTS
 
 
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 - June 17, 2019  Buying or Renting After Downsizing.  Just as few empty nesters still drive the minivans that once transported their kids and their kids' teammates to soccer games, many no longer need or want their four or five-bedroom home. But should they buy or rent when they downsize? That depends...  Read more

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, I would like to rebut his misleading and factually inaccurate view regarding annuities. 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. The U.S. Army called him for duty, and he served in the Army band for three years as a conductor and musician. He later earned a masters degree from Pepperdine University and a certified financial planner (CFP®) designation from USC. Read more

Traditional vs. Roth. Which IRA is Right For You? Individual Retirement Accounts are a crucial component to many retirement plans. As the first wave of the baby boomer generation begins to enter retirement, the focus on a comprehensive retirement plan has never been more prevalent. There are two major types of IRAs available. Read more