American Financial Management is an independent financial advisory firm that specializes in the needs of retirees and pre-retirees. Many people that are retired or about to retire prefer to assume less risk and focus more on wealth preservation, along with enjoying a stable and sustainable retirement income. We recognize that traditional investment planning – utilizing only stocks, bonds, and mutual funds – falls short in realizing these goals.
Retirement represents a fundamental change in your life, yet most people don’t match that with a fundamental change in their portfolios. Since 2003, American Financial Management's mission has been to fundamentally shift the way Americans invest their money during their retirement years.
WHAT WE DO: As an independent advisory firm, we recommend the best strategies to help you realize your retirement objectives without forcing your investments into a cookie cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy.
American Financial Management's core services are built around three primary pillars to best serve your retirement needs:
Guaranteed Lifetime Retirement Income
Fully Integrated Tax Reduction Strategies