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Our 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.

Asset Management

Investment Advisory Services 

Mutual Funds
ETF's 
Stocks
Bonds
REITs
Managed Accounts
Alternative Investments 

Financial Planning

Goal Setting
Retirement Planning
College Planning and Education Funding
Asset Allocation
Net Worth & Cash Flow Statements

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

American Portfolios Advisors, Inc. an SEC Registered Investment Advisor.

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.

gtrapp@americanportfolios.com |  609-588-4800