Rethink Your Retirement

Retirement doesn't have to mean shuffleboard or bingo, unless of course you want it to! Regardless of what your vision of the future looks like, we can help you develop an investment portfolio tailored to your specific objectives. Our tools and investment management strategies allow our advisors to create a unique financial strategy and portfolio to help define and reach your goals.

 

Our Wealth Management services include:

  • Financial planning

  • Individual Retirement Accounts (IRAs)

  • Small business retirement plans

  • Portfolio management

  • Wealth accumulation/preservation

  • College saving

  • 401(k) and 403(b) rollovers

  • Investment management 

 

Products and services offered through American Trust Center are: * Not a deposit * Not FDIC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested. 

Blaine Stockert, Tasha Gartner, Melinda Kempel, and Cole Lauinger, Registered Representatives who offer securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. American Trust Center and American Bank Center are not affiliated with APFS and APA. The financial institution (American Bank Center) and the Broker Dealer (APFS) provide separate and distinct products and services. Securities offered by APFS are not FDIC insured. APFS securities products are subject to investment risk and possible loss of principal invested.

Check the background of these investment professionals on FINRA’s BrokerCheck

Rethinking your retirement? Contact us! 

 
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