Financial Planning Services At American Investment Planners LLC

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

In a world where a multitude of situations and life events require financial decisions to be made or simply impact an individual's financial status, it becomes increasingly more important every day for families, business owners and the like to have strategic financial plans in place. By being prepared for major milestones such as the birth of a child or retirement, or by understanding how the changing economy can impact a business, one can rest assured knowing that their finances will be the least of their worries regardless of what life throws at them.

So where do we come in?

Here at American Investment Planners LLC, we pride ourselves on the fact that our team of financial experts can handle any situation that comes their way. Why? Not only are each of our employees extremely experienced in the areas that they specialize in, but they have also faced similar personal challenges in their own lives and are very familiar with what each of our clients are experiencing on a personal level.

To assist our clients in their efforts to achieve financial security for a lifetime, we offer the following services:

• Portfolio and asset management
• Estate planning
• Retirement planning
• Taxes and accounting
• Insurance
• Relocation

But that's certainly not all! We are also prepared to help our clients plan for health-related events, elder care, the possible loss of a spouse, and we can even guide parents towards savings programs that can come in handy when their children are ready to enter college.

Since our goal is to provide comprehensive financial solutions to each and every one of our clients, we make it a priority to learn each of their financial needs, investment philosophies and personal values as we go through the planning process. For more information about the financial planning services we offer to clients all over the country, please visit us at www.americaninvestmentplanners.com or call (519) 932-5130 today.