fbpx

American National Wealth Management

investments-small

   

Getting to Know You

Before any investments are made, we will get to know more about you: your objectives, goals, assets, income (both current and future) and more - in order to be in the best position to be able to recommend the appropriate product or service.

Education

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.

Asset Allocation

Portfolio management is generally done using Active Management which incorporates Asset Allocation, Modern Portfolio Theory, Multiple Fund Managers and Regular Rebalancing.  Some of the services we offer include:

  • Retirement Income Planning
  • Rollovers
  • Estate Planning
  • Long-Term Care Insurance
  • Preferred Portfolio Services

We look forward to the opportunity to get to know you and explain how our product and services can help you.  Contact one of our financial advisers today.

The financial advisors of American National Wealth Management offer securities and advisory services through Commonwealth Financial Network®, member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.  Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution.  Funds are subject to investment risks, including possible loss of principal investment. American Bank is not a registered broker-dealer or Registered Investment Adviser. American Bank and Commonwealth are separate and unaffiliated entities.  This communication is strictly intended for individuals residing in the states of Wisconsin, Minnesota, Illinois, Indiana, Florida and Arizona.  No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.  Review our Terms of Use: www.commonwealth.com/termsofuse.html

Fixed insurance products and services offered through American National Wealth Management or CES Insurance Agency.