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.
We Offer Free No Obligation Consultations.
Our approach to financial planning considers your unique needs, goals and risk tolerance.
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.
Strategic investing starts with a portfolio review that considers asset allocation, short and long-term goals, risk tolerance and your personal values.
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.
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.
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.
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.
Curated articles, videos, and more, for a financially savvier you.
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.
“Our goal is to find the most diverse sectors in the market that offer growth and income and then to customize a financial plan that satisfies a client’s needs, their tax bracket and their desire to pass their wealth to the next generation. But most importantly, we strive to give clients peace of mind that their money is working for them year after year.”
- Lee Rosenberg, CFP®, CEO and Founder
“Whether you have a young family or an elderly spouse, buying the right kind of insurance is one of the best ways to protect loved ones from unnecessary hardship. It is also the promise you make to leave them financially secure so that they can carry on at a very difficult time.”
- Brian Amato, Certified Financial Fiduciary®, Vice President
“Instructions for your care if you become disabled, along with naming guardians or inheritance managers is critical to protect the assets you’ve accumulated in your lifetime. But one of the greatest benefits of having an estate plan is it ensures you will pass on both your life values as well as your tangible valuables.”
- Barbara Magor Deel, CFP®, ChFC®, MBA, Vice President
“My priority is to integrate the client’s financial objectives with a customized, managed portfolio and to later pinpoint how and when to take a required minimum distribution so that the income stream meets cash flow needs."
- Jessica Bach, Financial Advisor
“One of our greatest benefits of being a client is how closely our Tax Department works with our Financial Planning team. Together we choose the best investment strategies to work with tax brackets instead of against them. This seamless approach can make a big difference!”
- John L’Abbate, CFP® Director of Tax Planning
“It is very rewarding to have a clear understanding of your financial priorities, especially how to maximize your growth potential and minimize your tax burden.”
- Craig Bergen, Financial and Tax Planner