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Small Business Services

Businesses have unique needs due to a fluid day to day operating environment. AMERICAN WEALTH ADVISERS is prepared to help you plan for your short-term and long-term business financial planning needs. Our goal is to provide guidance and direction from start-up to expansion to transitioning out of the business. This allows our clients more time to focus on the day to day operations of their business.

AMERICAN WEALTH ADVISERS as an independent non-proprietary advisor can help you analyze your needs, review the available options in the marketplace and implement group benefits best suited for your business. This takes the needed time and stress off you so you can concentrate on the daily operations of your business. We can assist you with all Group Benefits including Group Health, Group Disability, Group Long-Term Care coverage and Group Life.

AMERICAN WEALTH ADVISERS can deliver the support you and your business need when you need it. Our team is well versed to help you in any of the following areas:

• Growth Strategy Planning
• Acquisition Planning
• Legacy/Wealth Transfer Planning
• Investment Portfolio Management
• Employer and Employee Benefits
• Charitable Giving
• Group Benefit Planning
• Purchase/Sell Financing Options
• Transition/Valuation Planning
• Insurance Needs Analysis
• Protection Planning
• ESOP/Stock Options
• Group Retirement/Pension Plans
• Accounts Receivable Factoring

AMERICAN WEALTH ADVISERS can assist your business in establishing or revising your companies SIMPLE IRA, SEP-IRA, 401(k), 403(b), 457, Profit Sharing or Pension plans. We can provide you with a turnkey system to educate you and your employee’s, provide due diligence investment guidance and help you monitor the plan annually to maintain conformity with ERISA laws.

American Wealth Advisers
is honored to be recognized locally by Phoenix Magazine and nationally in America's Select Financial Advisors book.

Read an excerpt from book "2015 America's Select Financial Advisors"
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Read an excerpt from book "2014 America's Select Financial Advisors"
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"2014 Top Five Star Wealth Managers In Phoenix"
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"2013 Top Five Star Wealth Managers In Phoenix"

Addington Wealth Advisers.

 


Give us a call today and find out how

AMERICAN WEALTH ADVISERS

can help you.

Call us at 602-441-9441