Investment

• Investment Management
  AAM is an independent investment management and financial planning company dedicated to serving our community with excellence through our commitment to best practices in financial stewardship.

Planning

• Financial Planning
  AAM is driven by a strong desire to help our clients align their financial plans with the values that guide their lives and families. In the financial planning process, we first and foremost seek to identify what is important to you—to understand personal mission, principles, and goals—both long and short term. Refined by years of experience, this process includes...
• Retirement Planning
  More than ever before, a good retirement plan is essential. With fewer and fewer employers offering pension plans, the responsibility to be well prepared and positioned for retirement now resides primarily with the individual, rather than the employer.
• Annuities
• Long Term Care
• Asset Management
• Asset Protection