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Our Philosophy

When Founder and CEO, Lee Rosenberg, CFP, opened his financial planning firm in 1983, the concept of asset management was met with skepticism. Would individual investors benefit?  Were financial planners trustworthy? Now almost forty years later, their team of CFPs, Advisors and support staff have shown tens of thousands of clients that strategic, long term planning is not only the path to financial security but amassing enough wealth to leave a legacy. This would not have been possibly without an abiding belief in the firm's honesty, reliability and expertise at managing market volatility. Mostly, American Investment Planners LLC is known for its compassion and respect of those who entrust them with their life savings.

Free Guide: All About Tax Reform

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.

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