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American Financial Services (a division of American Community Bank) offers investment, estate, business, and financial planning services through Money Concepts International. There is no charge for consultations and we will visit with you at any of our convenient locations. Contact Jay to make your appointment today.
More About Jay:
As your financial advisor, my job is to assess the many investment choices available and recommend those that are most appropriate for your goals and asset allocation strategy.
Working through Money Concepts, I do NOT associate with proprietary products, so I can be completely objective in my recommendations. With a complete portfolio of investment products to implement your plans, I hope to make your goals a reality.
- Retirement Planning: 401(k), 403(b), SEP, Profit Sharing, Simple IRA, Roth IRA
- IRA rollovers/transfers
- Roth conversions
- Advice on plan selection and investment allocation
- Annuities - fixed and variable
- Estate planning
- Mutual fund review
- Portfolio review
- College education planning
- Tax strategies
- Life insurance
- Educational seminars
My priority is to provide clients with the knowledge and education necessary to make good financial decisions. It's about managing the realities of today with a focus on your goals for tomorrow.
With a banking and investment career that began when Gerald R. Ford was President, I've helped guide clients through three decades of economic expansions, contractions and even a bit of stag-flation. My financial service background ranges from managing sales in a multi-state territory to implementing asset allocation programs for high net worth clients. Experience is my guide to navigating the unknown that lies ahead.
Professional Qualifications and Registrations:
- Series 6, 7, 63 and 66 Securities Licenses
- Life, Health and Disability Insurance licenses
Areas of Focus:
- Investment Advice
- Asset Allocation
- Corporate and Individual Retirement Planning
- General Financial Planning
I enjoy spending time with my wife and three teenage children. In the winter we enjoy skiing, in the summer we enjoy mountain biking, and throughout the year I serve at our local church on the music ministry team.
All securities through Money Concepts Capital Corp.,
Member FINRA/SIPC, 7828 East 88th St.,
Indianapolis, IN 46256, (317) 841-0370
Investments not FDIC insured • May lose value • No bank guarantee • Not a deposit • Not insured by any federal government agency