Our Services

No matter where you are in life, we can provide guidance and services to help you prepare for retirement on your terms and values.

DEVELOP A RETIREMENT INCOME PLAN

As you prepare to enter retirement, there are issues you should consider to help make your transition into retirement a successful one.  We believe that this life event should include your loved ones as well.

HELP YOU UNDERSTAND HOW WITHDRAWALS IMPACT YOUR SAVINGS

Many people find it difficult to transition from a lifetime of savings to successfully starting an income stream in retirement.  Your personal withdrawal strategy should factor in tax considerations so that you can make informed decision about which accounts to withdraw from first.  We can help you determine a withdrawal rate to help your money last and be tax efficient.

 We are committed to provide our clients with:

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products

 

Neither American Portfolios Financial Services, Inc, nor its representatives offer tax or legal advice.