Broker Check

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

Bonds

Common Stock

Exchange Traded Funds

Mutual Funds

Fixed Annuities

Variable Annuities

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

College Savings Planning

Estate Preservation

Tax-Advantaged Investing

Social Security Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Wealth Management

Professional Money Management

Fee-Based Asset Management

Tactical Asset Management

Comprehensive Financial Planning

Retirement Planning

IRA Direct Rollover

Traditional IRA

Roth IRA

TSA/403(b)

401(k) Plans

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.

mcarlozzi@americanportfolios.com |  (330) 758-8360