We know each customer has unique financial planning needs, including:
- Debt reduction. You cannot save for the future until you pay off today’s debt.
- Retirement, whether it is a long way off or very close.
- Investing strategies for long- or short-term savings
- Financial planning
- College education savings
- Estate planning
American Benefits can help find solutions to meet all of these needs. Our experienced securities team acts as advisers, planners, researchers and brokers to help clients put together a balanced portfolio of stocks, bonds, mutual funds, ETFs, municipal bonds and stock funds that consider the financial needs of today along with plans for the future. Above all, the most important thing we do is help our clients set realistic goals.
You will only receive unbiased advice from an independent financial adviser. You will not be charged transaction fees, only an annual fee for professional advisory services. Our door is always open to discuss questions, concerns or changing needs. We also provide referrals to appropriate tax consultants and attorneys to complete the planning process.
American Benefits also offers a no-obligation review of your portfolio. That means looking over financial statements, IRAs, 401(k)s and the like to make sure there are no holes in your financial plan and that it fits your risk tolerance.
Securities planning can be confusing, but your financial future depends on it. Learning about your investment strategy is an integral part of implementing a plan and sticking with it. We will be there every step of the way to keep our clients on track to meet their retirement goals.
The decisions you make today will impact how well you will live during the final 20, 30, or even 40 years of your life. Call American Benefits today to set up an appointment for a no-obligation financial assessment and start saving for the future.
Registered Representative and Investment Adviser Representative of and offers securities and advisory services through Signator Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Adviser. American Benefits Financial Services, Inc and Signator Financial Services Inc., are unaffiliated.