Our Services
The financial strategy process at American Brokerage Group begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.
With the changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of savings and insurance coverage. We work with you side by side so that you're confident in, and comfortable with, the financial suggestions we make.
SERVICES WE OFFER INDIVIDUALS AND FAMILIES:
- Life Insurance (Whole life, Universal Life and Term)
- Life Insurance Needs Analysis
- Annuities
- Disability Income Insurance
- Health Insurance
- Long-Term Care Insurance
- College Savings Plans
- Personal Financial Strategies
- Life Insurance Needs Analysis
- Retirement Plans
- Retirement Planning Strategies
- 401(k) Investmenet Strategies
- Wealth Accumulation Strategies
- Wealth Preservation Strategies
- Estate Planning
- Investments
SERVICES WE OFFER BUSINESSES:
- Group Health Plans
- Retirement Plans
- Executive Deferred Compensation Plans
- Business Continuation Strategies
- Business Owner's Life Insurance Planning
- Executive Fringe Benefits