About Us

Do you have a clear, understandable PLAN to achieve your financial goals? OR do you just have a bunch of investments in various places trying to “make money”…

Recognizing challenges like this faced today by retirees and those on the threshold of retirement, we founded American Tax & Insurance Services. Located in Fort Lauderdale, Florida, the firm has been helping people in Fort Lauderdale for over a decade. Creating a PLAN that includes long term savings concepts, tax reduction, and preservation of wealth through sound financial strategies have been core beliefs since we opened our doors. To date our efforts protect hundreds of families from over taxation and loss of wealth.

Our focus is to help you make smart decisions with your money. Many clients realize that the smartest decisions they make in life are the ones that are directly in line with achieving what is truly important to them – their GOALS. Many of American Tax & Insurance Services comment:  “Finally, I have a financial advisor that has taken the time to explore my GOALS in life, and the values they are based on… and then put custom planning together to achieve them.” At our firm we help our clients try to avoid unnecessary risk with their retirement assets. We want to help you to protect your hard-earned retirement assets in today’s volatile market conditions and help you enjoy the fruits of your working years. We will look ahead to help protect you from the unexpected – the emergencies that all our families face. Our goal is for you to not worry about your money, so you can enjoy your retirement years and start doing what is important to you.

One of the reasons American Tax & Insurance Services has helped so many clients form a solid PLAN is our “team” approach.

Each client has access to and input from not only their TRUSTED ADVISOR, but also:

We’re looking forward to using our expertise to help you pursue your financial goals.

Contact us today for more information.