Services
Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Retirement Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Tax Management
Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate Planning
Reviewing your wills and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Risk Management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.
Investments
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
tdoemel@americanportfolios.com | (715) 735-9094