American Investment & Planning - Crestwood, Kentucky

American Investment & Planning: A Comprehensive Overview

For individuals and families seeking expert guidance in financial planning, American Investment & Planning stands as a dedicated resource. Located at 6332 KY-146, Crestwood, KY 40014, and reachable at 5022415354, this firm specializes in crafting tailored strategies to help clients achieve their long-term financial goals. The company’s commitment extends beyond simply managing investments; it focuses on holistic planning, incorporating retirement strategies, estate planning considerations, and wealth preservation techniques.

Specialties and Services

American Investment & Planning distinguishes itself through a comprehensive approach to financial planning. Their core competencies encompass:

• Investment Management: They offer a range of investment solutions, carefully selected to align with individual risk tolerance and financial objectives. This includes portfolio construction, asset allocation, and ongoing monitoring.
• Retirement Planning: A significant area of focus is assisting clients in planning for a secure and comfortable retirement. This involves projecting future income needs, evaluating retirement account options (such as 401(k)s and IRAs), and developing strategies for maximizing savings.
• Estate Planning: Recognizing the importance of preserving assets and ensuring a smooth transfer of wealth, they provide guidance on estate planning documents, including wills, trusts, and powers of attorney.
• Financial Education: American Investment & Planning believes in empowering clients with the knowledge they need to make informed financial decisions. They offer educational workshops and personalized consultations to enhance financial literacy.
• Tax Planning: Strategic tax planning is integrated into their overall financial plans to minimize tax liabilities and optimize investments.

Location and Accessibility

The firm’s physical location at 6332 KY-146, Crestwood, KY 40014, provides a convenient point of contact for clients. Notably, the office is designed with accessibility in mind. The entrance is wheelchair accessible, as is the parking lot, ensuring that individuals with mobility challenges can easily access the facility. Furthermore, a wheelchair accessible restroom is available on-site, demonstrating a commitment to inclusivity and customer service. These features highlight their dedication to serving a diverse clientele.

Opinions and Reputation

Currently, American Investment & Planning has 0 reviews on Google My Business, indicating a relatively new or under-reviewed establishment. The average opinion, at 0/5, suggests that the company has yet to establish a significant online reputation. However, this does not necessarily reflect the quality of service provided, and it’s recommended that potential clients seek independent verification of the firm’s performance and client testimonials through alternative channels, such as referrals or industry associations.

Additional Points of Interest

Beyond its accessibility features, American Investment & Planning operates with a client-centric philosophy. They prioritize building strong, trusting relationships with their clients, taking the time to understand their unique circumstances and goals. The firm’s team comprises experienced financial planners dedicated to providing personalized attention and proactive guidance. They consistently strive to deliver innovative solutions and adapt their strategies to meet evolving market conditions and client needs. While a nascent online presence, the firm’s commitment to accessibility and client satisfaction positions them as a potentially valuable resource for those seeking professional financial advice. It’s advisable to contact them directly to discuss specific financial needs and explore tailored planning options. The readily available phone number – 5022415354 – facilitates immediate communication. The company’s focus on retirement planning and estate planning makes them particularly well-suited for individuals approaching retirement age or those seeking to proactively manage their wealth. Their wheelchair accessible restroom further demonstrates their dedication to customer comfort and inclusivity. Maintaining a high standard of service and expanding their online visibility will be crucial for continued growth and success.