American Investment Planners LLC: How We Help

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

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

Headquartered in Jericho, New York, but with additional offices operating in San Antonio, Texas and Boca Raton, Florida, our goal at American Investment Planners LLC is to help clients all over the country create strategic solutions to help them meet both their short and long term financial goals. We pride ourselves on being able to give individual attention to each of our clients, while still offering a wide range of investment products and services that one might get from a large financial institution - with us, you get the best of both worlds!

When you work with one of our advisors, you'll have access to the following services:

• Portfolio and asset management
• Estate planning
• Retirement planning
• Health-related financial planning
• College savings
• Taxes and accounting
• Insurance
• Elder care
• Relocation
• Surviving the loss of a spouse

Essentially, here's how our process works:

Step 1: We listen and then we plan.

Before we begin planning, we like to learn everything we can about you, from your personal circumstances to your investment philosophy. At this time, we'll ask about things such as your goals, your risk tolerance and your values. Once we have a better understanding, we dive right into creating strategies for you.

Step 2: We design a portfolio.

We believe in building portfolios that include investments based on your financial goals - your portfolio will be completely unique to you! After we have an initial portfolio set up, we monitor each of your investments to ensure that they are the right ones for you, and if changes are needed, we'll address them to make sure that your investments are working in your favor.

Regardless of where you're at in life - whether you're planning for a new baby, getting ready to send a child off to college, or preparing for your own retirement - we're here to help.

To learn more about all that we have to offer, please give us a call at (516) 932-5130 or email info@americaninvestmentplanners.com. You can also find a wealth of information about our services on our website!