We recognize that there are a lot of questions to be answered and decisions to be made when planning your retirement and allocation of assets.
In response to that, The American National Bank has designed a service Called LIFE...Organized. LIFE...Organized is a process of evaluating your current situation and making plans for your future and the future of your heirs.
The approach we use to help our clients is very unique. It is centered around one thing; providing sound financial advice based on your individual needs, goals and objectives.
At the heart of working with clients, is the need to be "on the same page". Much has changed in the last 18 years, and our methods, products, and services have changed as well to accomodate that change.
Our focus in working with clients revolves around:
Getting to know you
Before any investments are made, we will get to know more about your objectives, goals, assets, income (both now and future) in order to be in the best position to be able to recommend the appropriate product or service.
It is important for us to be "on the same page" regarding basic investment concepts. Helping clients navigate through the vast number of financial products, what they are and how they may fit your needs, is necessary to allow clients to feel comfortable with the investments they make.
Portfolio management is generally done using Active Management which incorporates Asset Allocation, Modern Portfolio Theory, Multiple Fund Managers, and Regular Rebalancing.
Some of the service we offer include:
We welcome the opportunity to sit down and get to know you. We feel confident that going through the process of LIFE...Organized will give you peace of mind and contentment.
- Retirement Income Planning
- Estate Planning
- Long-Term Care Insurance
- Preferred Portfolio Services
This communication is strictly intended for individuals residing in the states of WI,FL,IL,IN,MI,MN. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.