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Retirement Discipline

American Wealth Advisers - Client Meeting - Goodyear AZ

Retirement planning does not happen by chance. It involves establishing a sound, realistic financial plan that includes income, expense, and investment management.

With respect to investments: We believe that securities and investment disciplines should have stood the test of time and are fundamentally sound at their core. In addition, investment management involves discussing and establishing downside protection disciplines in the volatile markets of today.

Executing and adhering to that plan is the most important factor to long term success in achieving retirement goals that have been established.

Retirement Services

AMERICAN WEALTH ADVISERS are Retirement Income Planning Specialists and can provide you with guidance and support in the following areas:

  • Individual Retirement Accounts (IRA, Roth IRA, SEP IRA, Individual 401k)
  • Stocks, Bonds, Mutual Funds, Closed End-Funds, Fixed and Variable Annuities, Unit Investment Trusts
  • Education Funding (529, Coverdell, UTMA, UGMA)