"Best Places to Work"
2013 / 2015 / 2017

- California Business Magazine

Equity Express

You are here

Home / Insurance and Investments / Retirement Planning
  • Text Size:
  • a
  • a
  • a

Retirement Planning with American Insurance and Investments

Plan well now. Live well later.

Thanks to our relationship with LPL Financial, American Insurance and Investments can help you with products and services that give you confidence in retirement planning.† We'll start by identifying your needs and your goals, the age you'd like to retire at, your current retirement plans, and your expected Social Security Earnings.

We can also help you figure out how much money you'll need to maintain the lifestyle you'd like.

Choose American Insurance and Investments to help you:

  • Clarify your retirement objective and determine the amount of money you will need at retirement
  • Identify your retirement investment gap
  • Find tax-advantaged retirement products

Let's Get Started.

Ready to develop a retirement plan with one of our Financial Consultants? It will be helpful if you can:

  • Identify financial objectives for retirement
  • Provide information on your current financial situation, tax bracket, and age
  • Identify what benefits you will get from employer retirement plans and social security
  • Give us your preference for risk, diversification, and asset allocation

† 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