Broker Check
Our Process
Our History
Our Values
Our Resources

Guiding Investors Since 1983

We are excited to announce our expansion to a new location
on the North Shore of Long Island in Huntington Village. 

454 New York Ave., Huntington, NY 11743 

                           Opening June 2024                                             

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 Financial Advisors show you how strategic asset management can be the path to prosperity.

Contact Us

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.

    Learn More

  • 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.

    Learn More

  • 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.

    Learn More

  • 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. 

    Learn More

  • 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.  

    Learn More

  • 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, transfer of assets upon death. We will also look at 529 College Savings Plans, Roth IRA’s for children, and establishing private charitable foundations.

    Learn More

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 Financial Advisors offer you 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 strategies. Your interests will always be above ours. This is our pledge today as it has been since 1983.

Connect With Us
4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Learn More
IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More
When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
Learn More
Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
Learn More

Let Us Know How We Can Help

Thank you!

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.