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Guiding Investors Since 1983

Financial Planning Has Never Mattered More

With today’s volatile markets, making decisions about your financial future can be daunting. Let our experienced team of Certified Financial Planners and Advisors show you how strategic asset management can be the path to prosperity.

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We Offer Free No Obligation Consultations.

Your Goals. Our Strategies.

Our approach to financial planning considers your unique needs, goals and risk tolerance.

  • Personal Financial Planning

    Whether you are employed or own a business, planning for retirement involves a careful study of pensions, 401(k)s, IRAs and other retirement income sources including Social Security.

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  • Investment Portfolio Management

    Strategic investing starts with a portfolio review that considers asset allocation, short and long-term goals, risk tolerance and your personal values.

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  • Tax Planning

    Our accounting team utilizes time proven tax techniques to increase your after tax return by reviewing deductions and credits, potential Roth conversions, realized and unrealized gains and other factors.

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  • Insurance Planning

    Protecting your family and business interests is a top priority. We will review your existing life, health, long term care and disability policies to determine if you have the appropriate coverage. 

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  • Retirement Planning

    The goal of retirement planning is to get your money to work as hard for you as you did to earn it over your lifetime. It can also ensure that your assets are allocated and distributed as you see fit.  

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  • Estate Planning

    One of the most important aspects of a financial plan is the legacy you pass on. By examining Wills, trusts, proxies and other legal documents we can help ensure a safe, guaranteed transfer of assets upon death. We will also look at 529 College Savings Plans, Roth IRA’s for children, and establishing private charitable foundations.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

At American Investment Planners LLC, our elite team of Certified Financial Planners and Advisors offer you trusted leadership, timely communication and sound judgment to manage portfolios. We are also small enough to give you the attention you deserve yet large enough to offer a vast suite of services and cutting-edge technology. So, whether you need advice on investments, retirement and estate planning, taxes and life insurance or asset management, we will explore your goals and expectations and develop the best strategies. And as an independent fiduciary managing nearly a billion dollars in assets annually, your interests will always be above ours. This is our pledge today as it has been since 1983.

Connect With Us
<p>Put It in a Letter</p>

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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<p>Tax Efficiency in Retirement</p>

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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<p>How Insurance Deductibles Work</p>

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
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<p>Once Upon a Goal</p>

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Let Us Know How We Can Help

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