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For Your First Meeting

Thank you for choosing American Investment Planners LLC. We appreciate your trust in our team of experienced advisors and support staff.

At your first meeting, we will discuss:

  • Our role as Fiduciaries and the many ways you can help us help you
  • Your current lifestyle, financial and career goals as well as your assessment of your current and future needs
  • Your personal values and philosophies about investing
  • Critical documents to help us determine the best courses of action including the Client Profile form, tax documents, bank statements, investment statements, etc.

The more “intelligence” we have the more likely we can make recommendations that will be meaningful and effective towards reaching your goals.


To get started, simply print off this form, fill it out and share with your American Investment Planners team. We look forward to working with you.

Client Profile Form

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