At A.E.I., we start with meeting and getting to know you in person (something that seems rare in the Internet Age). By doing so, we can customize our financial planning services to meet your specific needs and exceed your expectations in several areas:
1) Annuities for Financial and Income Guarantees
2) Income Tax Preparation for individuals and businesses
3) Health Insurance Coverage for small groups, families and individuals
4) Life Insurance Coverage for individuals and businesses
5) IRA Rollovers from 401(k)s
6) New IRAs
7) Annuities (guaranteed principal and income for life)
8) Mortgage Planning |
