Financial Planning Services Offered Through Securities America Advisors, Inc.

Corporate Services

• Investment Education Workshops
• Retirement Plans
  • Defined Contribution
  • SIMPLE IRA Plans
  • SEP IRA Plans
  • 401(k) Plans
    • Traditional 401(k)
    • Safe Harbor 401(k)
    • Roth 401(k)
    • Solo 401(k)
    • SIMPLE 401(k)
  • 403(b) Plans
  • 457 Plans
  • ESOP Plans
  • Profit Sharing Plans
    • Including Tiered Allocated Profit Sharing Plans
  • Defined Benefit Plans
  • Pension Plans
    • Individual Plans
    • Corporate Plans
• Group Insurance Plans
  • Group Health Insurance
  • Group Disability Insurance
  • Group Life Insurance

The Wealth Strategies Group is comprised of investment professionals who are investment advisor representatives of Securities America Advisors, Inc., a SEC Registered Investment Advisor and registered representatives with Securities America Inc, a registered broker/dealer, Member FINRA and SIPC. The Wealth Strategies Group and the Securities America companies are unaffiliated. This advertisement does not constitute an offer to sell or a solicitation of an offer to buy any security. Specific recommendations can only be based on review of a client's individual investment portfolio and financial objectives upon request and with appropriate offering documents. Past performance is not a guarantee of future results.