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American Financial Services - USA - Brookfield, WI

Description

There is no question that retirement comes with its own unique set of challenges. At American Financial Services, we strive to use our experience, skill, and thorough understanding of your needs to build an estate plan for your family that has the highest likelihood of helping you face these challenges with success.

Our Services

We are a full-service, independent agency. Through our relationship with Cambridge Investment Research, we work with a carefully selected group of sound, reputable insurance companies and money managers. We offer competitive diversification.
Our services include:

INVESTMENTS / MARKETABLE SECURITIES

Cash Management
Retirement Annuities
Mutual Funds and ETF's
Separately Managed Accounts

COLLEGE / RETIREMENT PLANS

529 College Funding
SIMPLE and SEP-IRA's
Roth and Traditional IRA's
401K's

INSURANCE

Auto, Home, Umbrella
Life
Disability
Long Term Care
Health
Medicare Supplements

CLIENT FEATURES

Consolidated Statement - We can provide one comprehensive statement outling all holdings in one report.
Transaction Summary - This report can summarize all transactions on an ongoing basis.
Asset Allocation - This report can detail how assets are allocated (stocks/bonds/cash).
Financial Planning - Comprehensive financial planning, featuring reports/graphs
Estate Planning - Comprehensive legal advice is available by referral.