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Who Benefits

Important lifecycle events such as the birth of a child, a marital change, retirement, an inheritance or a medical condition are just some of the reasons that investors seek financial planning advice. But working with experienced professionals can also be of great benefit to business owners and those whose incomes fluctuate from year to year. And as a full-service firm, we help everyone address their current tax burdens. So, whether you are just beginning your financial planning journey or are looking to modify decisions made early on, our team is prepared to guide you through the maze of decisions and choices that will best suit your needs.

Our clients include:

  • Business Owners and Employees
  • Corporate Employees
  • Educators and Administrators
  • Entrepreneurs
  • Professionals
  • Partnerships
  • Freelance and Work-from-Home Professionals
  • Retirees




Let the professional Financial Planning Advisors and Tax Planners at American Investment Planners LLC help you make the best possible decisions about your taxable income. It is not what you earn that counts. It's what you keep.

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



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