Why American Asset
Passion & Experience
We begin every day excited to learn something new and are eager to share our knowledge and experience with you.
More than just investments. Tax planning, Estate planning, Retirement Planning, and more. We strive to provide the resources necessary for you to reach your goals.
Personalized Client Relationship
We get to know you, developing a plan towards retirement and a friendship transcending beyond quarterly reviews.
Our consultants are ready to serve you.
Financial Roadmaps Built Exactly To Your Needs
American Asset Management strives to develop low volatility portfolios that are intended to allow our clients to sleep at night regardless of what is occurring in the stock market. We believe your portfolio should give you the opportunity to make money regardless of whether we are in a bull market or a bear market. A properly allocated portfolio has the potential to control the volatility and provide both the income and growth every client is looking for. Low volatility is the key to remaining fully invested and we believe it can prevent the biggest mistake; buying high and selling low.
Listen to this informative Taking Control of Your Financial Life episode with Jason Neufeld about Medicaid planning.
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Listen to this inspirational Taking Control of Your Financial Life episode with Marcus Garrett about life after debt.