Welcome to Assets & Insurance Management, Inc.
Efficiency requires strategies. Strategies require Uncommon Thinking. Uncommon Thinking is what we provide to our clients. We see things our client's don't see.
We believe no two investors are alike. Therefore in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.
Some of the services we offer are:
· Portfolio Analysis Review Services – 3rd party reports used to evaluate your investments’ performance and fees in comparison to benchmarks such as the S&P 500.
· Comprehensive financial planning services including numerous tools designed to plan your financial future.
· Social Security Maximization Report to generate the proper filing strategies to maximize your life-time benefits of Social Security.
· Investment management services from a number of professional asset managers committed to your long-term financial success.
- Investment Management
- Social Security
- Tax-Free Retirement
- Lifetime Income
- Long Term Care
Our Leading Expert