Our Services
Services
We are a full-service, independent agency. Through our relationship with Cambridge Investment Research, we work with a carefully selected group of sound and reputable money managers and insurance companies. We offer very competitive and comprehensive diversification.
Our services include:
Investments
- Cash Management
- Stocks, Bonds, Exchange Traded & Mutual Funds
- Fixed, Fixed Index & Variable Annuities
- Separately & Unified Managed Accounts
- Tax Managed Investing
College / Retirement Plans
- 529 College Funding & UTMA Accounts
- SIMPLE & SEP IRA’s
- Roth & Traditional IRA’s
- Allocation Recommendations for 401k
Insurance
- Life ~ Term, Fixed Index Universal Life, Variable Life, Chronic Illness Riders
- Traditional Long Term Care
- Commercial
- Personal ~ Auto, Home, Umbrella Liability
- Disability
- Health
- Medicare Advantage & Supplements
Client Features
- Consolidated Statement ~ comprehensive statement for all holdings
- Transaction Summary ~ ongoing report outlining history & performance
- Asset Allocation ~ detail showing portfolio breakdown
- Financial Planning ~ comprehensive plan with reports & graphs
- Estate Planning ~ Referrals to Legal Teams for Asset Protection, Wills, Trusts
- Tax Preparation ~ Business and Personal
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.
stanley@americanfinancial.online | 262-786-3200