American Asset & Wealth Management / Financial Advisor in Modesto, California

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

As an independent organization we feel that we can bring an unbiased and more competitive approach in fulfilling our client's needs. Our associates feel that tax planning, retirement planning, and estate conservation strategies should be a top priority for businesses, individuals and families of all ages and income ranges.

American Asset & Wealth Management provides financial solutions for professionals, their clients, individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals. We have been fortunate to serve the professional community for their personal financial needs as well.

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Asset Protection Business Planning Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Divorce Planning Estate Planning Family Financial Planning Income Tax Planning Independent Investment Advisor Investment Consulting Investment Services IRA Mutual Funds Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Stocks Wealth Management
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