Affordable, Expertise with Integrity (AEI) for you and your Personal Financial Planning including Tax planning & preparation, Insurance planning for Life, Health and Disability Income, and Safer Retirement Planning that are custom tailored to your needs and your budget. Finally a financial service firm that believes in and serves American families of Middle Income America.

• A.E.I. offers a personal touch. Eric Imbuelten has been working with clients and numbers since 1987. He started his business in 1990 to work with individuals and businesses to create satisfaction akin to what one would experience during a stay at a four star European hotel like the Sonnenalp Hotel in Vail, Colorado. He worked there as a front desk clerk during a sabbatical after his first year and a half out of graduate school. It was appealing although challenging to provide the utmost in service to hotel guests that were used to staying at the Ritz Carlton. Some wanted different pillows, some wanted the New York Times and the Wall Street Journal in the morning, others wanted different lightbulbs in the lamps in their suites. It became a priority get to know our guests by asking and observing them and then anticipating their wants and needs.
• Several years working for corporate America were great experience, however not the place to make a great footprint. AEI allows me to offer service on a much different level and not have to deal with corporate politics or other handcuffs. Small business is the arena of AEI now.
• Eric has incorporated what he learned into his business ever since. This has brought him repeat business success with his close circle of loyal clients. Living in Bordeaux, France during his junior year of college brought him fluency in French as well as an appreciation for fine wine. He currently lives in the Sonoma Valley wine country and enjoys tasting new wines and building business in the wine country as well.

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To the contrary of the Big Box companies that advertise on radio, television and in magazines who claim to know your generation, A.E.I. gets to know you and your concerns, without assuming that you are another numbered part of the boomer, the x or the y generation. You deserve more individuality and we respect that about you.

We obtain the best Disability, Life and Health insurance policies for you with the greatest value for you from A rated insurance companies. We are an independent insurance agency and financial planning company that works closely with individuals and small businesses in a long-term relationship. We don't just throw products at you. We educate our clients about the way the product works so that you can get the protection you really need.

It's a new year 2010 and a new decade of the 10's. Isn't it time to get your taxes and financial planning in order?

For the quickest and easiest health coverage approved within 48 hours click the following for Assurant Health: https://consumer.eassuranthealth.com/im/consumer/ease/AgentLink.aspx?LinkID=2AB3FFDADA378A5D

https://pd.secure.anthem.com/AgentConnect/gen/link.htm?linkid=zbyYaFQBV16oqBOaW6qakAP200931742242603

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To request a free financial and insurance review, please click here to Contact Us for an appointment with your local financial planner.

In addition, you work with the owner every time, not the administrative staffer who started last week.