Financial Planning

Why Choose Us For Retirement Planning

At American Senior Benefits, we understand you may have a lot of questions regarding retirement planning. It is our goal to answer your questions or concerns and ensure that you have peace of mind. We offer numerous financial services including:

  • Comprehensive estate planning
  • Lifetime income tools
  • Guaranteed products
  • Help with rollovers
  • Understanding Social Security
  • Financial market analysis
  • Portfolio management

Please also do not hesitate to call us and set up a FREE REVIEW of your existing retirement plans. We’ve helped many people across Minnesota answer some common questions:

  • How much do I need to save for retirement?
  • Is my retirement funding being managed effectively?
  • What are the best options to invest in for retirement?

Most importantly, we are NO HASSLE, NO OBLIGATION consultants – and we’re going to listen to your needs and provide a reliable evaluation of the following:

  • Brokerage accounts
  • IRA accounts
  • Stocks/Bonds
  • Mutual Funds
  • ETFs
  • REITs
  • College Accounts (529 plans)
  • 401k, 403b, SEP & Simple IRAs

See our partner firm Corestone Wealth Management for more information.