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Investment Planning with American Insurance and Investments

Find a smarter way to get where you're going.

Looking for a better way to pursue your investment† goals? We can help. Together, we can build an investment strategy and find specific investments to help you save – and earn – smarter.

We're here to help you:

  • Gain a perspective of the economic and market environment before you invest
  • Learn more about the different types of risk
  • Explore the concepts of asset allocation and diversification
  • Build an investment strategy that will address your investment objectives
  • Choose investments that fit your investment objectives and risk preference
  • Learn how to monitor your investments and make necessary changes

Let's Get Started.

A Financial Consultant can provide information and help you at every stage of the investment planning process. In preparing to meet with one of our Financial Consultants, please have the following information:

  • Your basic needs, the timeline for meeting those needs, and your investment objectives
  • Information on your current financial situation
  • Your risk preference
  • Your desire for asset allocation and diversification

† Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First Commercial Bank, N.A (USA) and American Insurance and Investments are not a registered broker/dealer and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the state of California.


Not FDIC Insured May Lose Value Not a Bank Deposit
Not Bank Guaranteed Not Insured by Any
Federal Government Agency