No matter how big or small your nest egg is today, American Bank aims to help it grow and assist you with your wealth management.
LIFE…Organized is a process of evaluating your situation, including any current investments, and making plans for your future — as well as the future of your heirs. We will review the financial planning you already have in place and search for potential missing pieces, helping where we can and referring to other professionals where we can’t.
We’re confident that going through the LIFE…Organized process will give you confidence in your financial planning.
Getting to Know You
Before any investments are made, we will discover more about you — your objectives, goals, assets, income (both current and future) and more — to put your financial advisor in the best position to recommend the appropriate product or service.
It’s important for us to be on the same page regarding the basic concepts of wealth management. Helping you navigate through the vast number of financial planning products, what they are and how they may fit your needs, is necessary for you to feel comfortable with any investments we make.
Portfolio management is generally done using Active Management, which incorporates asset allocation, nodern portfolio theory, multiple fund managers and regular rebalancing. Some of the services we offer include:
- Retirement income planning
- Estate planning
- Long-term care insurance
- Preferred portfolio services
We look forward to getting to know you and introducing you to our product and services. Contact a financial advisor today!
Jamie Henning is an Investments Representative with American Bank’s affiliate, American National Wealth Management. He is also an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Advisor. Jamie has more than two decades of experience in the investment area and more than 30 years of experience in the financial services industry.
Kathy Heim is an Investments Representative with American Bank’s affiliate, American National Wealth Management. She is also an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Advisor. Kathy has more than 25 years of experience in the financial services industry.
We welcome the opportunity to sit down and get to know you!
Fixed insurance products and services offered through American National Wealth Management or CES Insurance Agency.