American Retirement Planners Services

"tis neither wealth nor splendor; but tranquility and occupation which give you happiness." Thomas Jefferson

American Retirement Planners offers two foremost services:  Financial Planning and Investment Management. By linking these two services together in concert with our clients, we develop a solid and deliberately constructed financial plan individually designed to work toward achieving your financial goals. Our integrated investment management services are available to all of our individual and business clients, as well as to trust fiduciaries, endowments and foundations.

Below you will find more information about our two core services, how we are compensated and how we work with our client partners.

Financial Planning

Proper financial planning is the groundwork for making informed decisions throughout your lifetime. American Retirement Planners is committed to listening to your unique needs and life goals to develop an individualized financial strategy to achieve them. We are singularly qualified to assist you with all of your planning needs, including:

• Estate planning
• Retirement planning
• Investment strategies and organization
• Stock options and concentrated stock holdings
• Tax planning
• Insurance and risk management
• Education funding
• Business continuation and succession
• Design and management of business retirement plans
• Business and compensation planning
• Insurance and risk management
• Debt planning and cash flow management
• Employee benefit programs
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Investment Management

Investment management is an integral part of your financial plan. ARP uses an integrated approach to financial planning and investment management to help you to make your goals a reality. We continually oversee your portfolio and make adjustments in your investments to ensure they are consistent with your personal investment strategy. Your portfolio, could employ one or more of these investments:

• Individual securities - both stocks and bonds
• Index funds and similar instruments
• Separate account money managers
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