American Investment Planners LLC
500 North Broadway, Suite 260, Jericho, NY 11753
(516) 932-5130 / (866) 932-5130
Whether you've worked with a financial planner before or not, it is extremely important to recognize the value of having someone by your side to assist with your finances. Especially as you get older and have to begin thinking about topics such as retirement and estate planning, we can't think of one reason not to work with a financial planner, as they have the tools and resources needed to help you plan for your future, your children's future, even your grandchildren's future.
So where should you start? First things first - find a company that you can trust. If you're already in the process of looking for one, then you've come to the right place! Choosing American Investment Planners LLC is the best decision you can make. Here are just a few reasons why you should work with us this year:
- We pride ourselves on our ability to offer individualized attention to each of our clients, so you can rest assured knowing that our team will be completely dedicated to finding solutions that work for you - our job is to create a customized portfolio pertaining to your needs.
- We listen! In addition to finding out more about your short and long term goals as well as your values and investment philosophy, we enjoy getting to know our clients personally so that we can make sure we truly understand your financial needs.
- Our team has experienced firsthand many of the same financial challenges you face, so we completely understand how and what you're feeling. Whether it is the birth of a new child or grandchild, sending a child to college or getting your adult children involved with estate planning, we've experienced it too.
- Rather than just focus on you, we focus on your entire family. That's because we know that the ultimate test of a financial plan is the legacy you can pass on! And since we've worked with so many generations of families before, we know what strategies will work best when it comes time to make extremely important decisions about your family's future.
- We mange hundreds of millions of dollars in assets annually and have clients that we work with all over the U.S! It doesn't matter if you aren't close to us geographically, we'll make it work so that you can have a well thought out financial plan at your fingertips to follow and live by.
If you're at a time where you need to begin thinking about retirement planning, estate planning and investment management, don't go at it alone - contact us instead.
For more information about the services we offer, please visit us at www.americaninvestmentplanners.com or give us a call at (516) 932-5130 today.
No comments:
Post a Comment