American Portfolios

Introduction: I do comprehensive investment advisory work. With twenty nine years of experience being a certified financial planner and most importantly an independent advisor, I am able to integrate significant aspects of ones' financials. I am an independent, fee-based investment advisory representative. Additionally, we specialize one solving small business problesm such as developing a Business Continuation plan. We help people with accumulation, protection and distribution of income with one's wealth. If one also wishes, we help in the transfer of wealth within their family. More specifically, we help write an investment policy statement, and use a variety of techniques and investment vehicles to accumulate, protect, distribute and transfer ones' wealth. Furthermore, if one desires, we can do a detailed, written financial plan. This again is fee based.