Financial Planning

Our Team consists of a Certified Financial Planner ^(R) and a Certified Estate and Trust Specialist ^(TM)

We realize that our clients lead busy lives, and they are looking for a financial advisory firm that can take some of the concern and stress away from managing their investment needs.  We are here to help, and guide each client to achieve their goals in the following areas:

1.      Investment Management

2.      Retirement Planning

3.      Education Funding

4.      Wealth Preservation and Transfer

5.      Retirement Income Planning

Together we explore your objectives and preferences, with specific attention paid to your risk tolerance, time horizon and performance expectations. Based on this information, we structure a financial plan tailored to help meet your specific needs over the long term.  We work with you to build a relationship of trust destined to last a lifetime.

You begin your relationship with us at a discovery meeting with one or both principals to discuss your life, your assets, your family, your objectives, your dreams.  After carefully considering the information gathered at this session, we design a strategy tailored to your unique situation.

We follow a four-step process:

By providing our clients with comprehensive, trusted service, at a competitive fee, we offer a service that is a leader in the industry.  Working with Fidelity Inst. Wealth Services as our custodian, our clients are in good hands.

Consider contacting us today, American Retirement & Investment Strategies, LLC helping you manage your money so you can manage your life.