American Asset & Wealth Management

Financial Advisor

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

As an independent organization we feel that we can bring an unbiased and more competitive approach in fulfilling our client’s needs. Our associates feel that tax planning, retirement planning, and estate conservation strategies should be a top priority for businesses, individuals and families of all ages and income ranges.

Here are some of our offerings:

Pension Maximization
403(b)/TSA Services and Analysis
401(k) & Profit Sharing Plans
SEP/Simple-IRA, Roth and Education IRAs
College Planning (529 plans, etc.)
Retirement Planning
Estate Planning
Trusts (Revocable Living, etc.)
Financial Planning
Income Planning

Life Insurance
Disability Insurance
Long Term Nursing Care Insurance
Group & Individual Health Insurance
Group & Individual Dental Insurance
Life & Long Term Disability Plans
Voluntary Employee Benefits
Cafeteria/Section 125 plans
Deferred Compensation (457 plans)

In a nutshell, we offer financial solutions for professionals, their clients, individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals. We have been fortunate to serve the professional community for their personal financial needs as well, and welcome an opportunity to serve you.

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Feel free to call or email us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.