MAKE BIG PLANS

We'll help you see them through

 

MAKE BIG PLANS

We'll help you see them through

 

MAKE BIG PLANS

We'll help you see them through

Life isn’t about money, it’s about what you do with it.

At American Wealth Management, we want to help you with your financial health so you can broaden what’s possible and obtain the life experiences that mean the most to you. We will help you set and achieve your lifelong financial goals through a customized financial strategy that reflects who you are, what you value and, ultimately, gives you the financial freedom, savings for retirement, and emergency funds to live your way.

Ready to talk about your financial health?

Our Approach to Financial Health

Through four simple steps for financial health—goal identification, plan development, strategy selection, and transparent communication—we will work to understand your aspirations and devise a plan that checks every box on your financial to-do list.

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Our Financial Health Services

You need an all-encompassing financial health plan that doesn’t let anything fall through the cracks. For this reason, we have the expertise to advise you in four key areas: investment management, estate planning, risk management, and tax planning. Each is vital to securing your financial future for long-term success.

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American Wealth Management Contributes to

Latest Financial Health Posts

July 2, 2020 in Webinars

How the SECURE Act is Changing Your Retirement

Did you know legislation passed in December of 2019 that benefits small business owners’ retirement plans and makes part-time employees eligible for retirement plans? The SECURE Act is both helping…
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June 17, 2020 in Advice

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision. Provided by American Wealth Management As a small-business owner, figuring out retirement choices can be a little intimidating. How do…
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June 2, 2020 in Advice

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock. Provided by DJ Lee, CFA Why sell shares when you can gift them? If you have appreciated stocks in…
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