Investor Securities Group

A Branch Office of Securities America, Inc.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

HOT TOPIC: Automating the American Workforce

What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.

What Is the Roth IRA Five-Year Rule?

There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.

Insuring a Home-Based Business

Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.

HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch

Understanding what robo advisors do, how they do it, and their limitations versus what a human advisor can offer.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck