Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments*

Stocks
Bonds
Mutual Funds
Variable and Fixed Annuities
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes

Financial Planning

Asset Management**
Asset Allocation
Elder and Long Term Care Planning
College Aid Planning - make sure you don't overlook financial aid.
Financial Planning
Retirement Planning
Employment Benefits
Business Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Insurance Planning
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

* Securities, products and services are offered through American Portfolios Financial Services, Inc., member FINRA, SIPC

** Advisory services are offered through American Portfolios Advisors, a registered investment advisor.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

postapow@americanportfolios.com | (631) 751-1777