Our Services

The financial management process at American Portfolios Financial Services begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals. Our goal and commitment is to help you Increase your Spendable Income, Minimize the Impact of Taxes and Increase your Net Worth.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.

Our Code of Professional Conduct:

We will endeavor as professionals to place the public interest above our own.

We will seek continually to maintain and improve our professional knowledge, skills and competence.

We will obey all laws and regulations and avoid any conduct or activity which would cause unjust harm to those who rely upon the professional judgement and skill of our planners.

We will be diligent in the performance of our occupational duties.

We will assist in improving the public understanding of financial planning.

Services for individuals and families:

  1. Financial planning
  2. Retirement planning
  3. Investment planning
  4. Tax planning
  5. Estate preservation
  6. Life, Disability and Long Term Care Insurance
  7. Charitable giving
  8. Debt elimination
  9. Cash management

Services for businesses:

  1. Retirement plans
  2. Employee benefit plans
  3. Succession planning

We take a team approach to financial plannning and will work with your accountant or attorney to ensure that your financial plan is implemented in a coordinated manner.