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American Financial Services - USA - Brookfield, WI

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American Financial Services - USA - Brookfield, WI

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.

Specific details

Type Website
Primary Language EN

Location

Wisconsin, United States

Advert details

Advert ID: 349
Displayed: 463
Added: 09-05-2020 04:53:42
Modified: 09-05-2020 04:53:42
Expires: 30-05-2022 17:50:35
In categories: Financial Services

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