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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 Financial 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, 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 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.

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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.
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Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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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.