Financial Planning

Our priority is to provide clients with the knowledge and education necessary to make good financial decisions. It's about managing the realities of today with a focus on your goals for tomorrow.

Our process starts with a completely confidential consultation to uncover your goals and assess your financial situation. Once we understand your unique financial situation, we will develop and implement a personalized plan to work towards accomplishing your goals and objectives. This could include utilizing any of the following:

Stocks, Bonds, Mutual Funds, and Annuities
401(k) Management
Traditional and Roth IRAs
Money Market Accounts (with check writing)
Risk Management
Investment Advisory Services
Retirement Income Planning
Portfolio Construction & Management
Education Savings Accounts
Life, Disability Income, and Long-Term Care Insurance Planning
Estate Planning Assistance
Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
Employee Benefits/Group Health Insurance
Smartdonor™ Charitable Giving Services for donors and not-for-profit organizations

American Financial Services

Address:

Phone:

E-mail:

Financial Planning