Let American Investment Planners LLC Be Your Family's Financial Planner!

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

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

Financial planners aren't just for those who have a variety of investments to manage or a lot of wealth to protect - financial planners are there to help everybody regardless of their current financial situation and future financial goals. Here at American Investment Planners LLC, our mission is to help our clients achieve financial security and create a legacy that can be passed on, which is why we so strongly believe in working with their entire family. 

Our financial planning firm is available to assist with all of life's milestones, from as early as birth all the way to retirement and beyond. That said, we cannot stress enough how important it is for YOU to get started with a financial planner early if you haven't already, and when you do sit down with one, make it a priority to introduce your whole family too - your children, your grandchildren, etc.

Especially if you have adult children who are beginning to become financially responsible by preparing for new milestones such as starting a new or first full-time job; we can help them as they start tackling major tasks such as setting up their 401(k) or an IRA. Additionally, what about those adult children who are getting ready to purchase their first home or get married? Our advisors have all of the resources needed to help them start off the next phase of their life on the right foot financially, and can be a reliable source when it comes time for them to make complex financial-related decisions!

At American Investment Planners LLC we pride ourselves on being able to offer a wide variety of financial planning services that can can benefit your entire family - these services include:

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

We believe that part of the ultimate test of a financial plan is the legacy you can pass on to your family, so why not get your family involved from the beginning?

To set up an appointment for you and your family with one of our advisors, please give us a call at (516) 932-5130 or email us at info@americaninvestmentplanners.com.