Investment/Trust - Wealth and Asset Management
Your financial assets and your life are uniquely intertwined. Whether by choice or accident, they are one plan. By intentional design, we can help you develop a plan and strategy that will help you realize your hopes and goals while defending against the things that might undo them.
Securities, insurance products and advisory services are offered by Cetera Investment Services LLC, a registered broker-dealer, member FINRA/SIPC. Cetera Investment Services is not affiliated with the financial institution where investment services are offered. Investment products are * Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit * Not insured by any federal government agency.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
Estate & Trust Planning
Estate planning can encompass a number of elements including a will; assignment of power of attorney; a living will, a healthcare proxy (medical power of attorney) and /or a trust. Such a plan ensures that your family and financial goals are met after you die as well as help to minimize probate and/or estate taxes.
Trust & Wealth Management
Investment management is the professional management of various securities (stocks, bonds, cash, etc) and other assets (e.g. real estate) to meet specified investment goals for the benefit of the investors.
Managed Investment Accounts
For those who wish to have their capital managed by a professional, a managed investment account is a separately managed portfolio of securities actively managed based on an investor’s individual objectives.
Advanced Financial Planning
Advanced financial planning employs the latest in analytical tools and investment expertise in order to formulate cash management strategies that can balance daily needs with long-term goals.
Investment Advisory & Rebalancing Service
A periodic review and possible adjustment of an investment plan is a vital element of a successful financial strategy. They are important components in making sure that desired objectives and goals are being met.
Retirement Plan(s) Strategies & Coordination
A host of retirement products and appropriate investment choices are available through American Investment & Trust for both individuals and businesses. The right plan or strategies are contingent on specific personal/business needs, goals, and desires.
Personal & Corporate Endowment Solutions
An endowment is a transfer of money or property donated to an institution, with the stipulation that it be invested, and the principal remain intact.