To obtain information on tax preparation services and tax problem resolutions, you may e-mail me at eric@aeifinancial.net or call me directly at (707) 538-8027. 

To obtain a no cost or obligation Financial Planning Physical with Eric Imbuelten, a Certificated Personal Financial Planner call (707) 538-8027 or click here to Contact Us to schedule our 15 minute meeting in my office or at a place of your choosing. We welcome the opportunity to be your most thoughtful financial planner.

We specialize in safe money planning, estate planning and tax wise solutions.

In addition, you work with the owner with 25 years of experience every time, not the administrative staffer who is untrained or who started working here today.

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. Above all, we are unique - it's who we are and we're proud of it.

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A.E.I. is an independent insurance agency and tax planning company that works closely with individuals and small businesses in a long-term relationship to meet your needs and desires with plans that work to develop retirement income security that will last as long as you.  We don't just throw products at you.  We educate our clients about the way our process works so that you aren't left hoping that the stock market or the value of gold will carry you through your golden years.