About Us

We are a family practice with 26 years of experience. In our ongoing commitment to our clients , we keep our professional focus and convert the traditional role of financial planning and insurance services into"income planning".
We consistently surround our practice with competent and respectful professionals who will help us to help you in many ways. This may encompass:

Life & Health Insurance, Long Term Care, Disability Protection
and your Retirement savings and security

We also have access to professional and informative resources regarding:
Wills & Legal Service, ID Theft
Mortgage and Real Estate decisions
Trusts, Tax Law, 401K & IRAs
Elder Law, Banking and Estate Planning

We are committed to informing and assisting small business owners and their families, who often have to pay their own way as we do in our business. We utilize tools that offer excellent alternatives to the direct risks of the market for your 401K roll-overs, IRA transfers, retirement planning, and also the best tax-free tools available for legacy planning that will fit your specific needs, without creating an additional tax burden.

As an independent brokerage, we have access to the best carriers in the marketplace which offer consistent high value products for our clients. It is because of our honesty and integrity that our clients depend on us and some have been with AAM for almost 20 years.

Let us do the "Life Planning"  work, so you can work on doing the living.