AMA Financial Advisors’ Services
To provide the best possible financial services, Impact Financial Planners evaluates all part of your financial situation.
- We evaluate your taxes to minimize your tax burden. We especially consider investment tax implications.
- We get a good understanding of your spending plan and retirement plan to determine your investment time horizon (when you need money).
- We review your insurance to make sure you are appropriately covered but not over covered.
- We look at your estate plan to insure that beneficiaries, will designations, and the structure of your estate plan effectively meet your desires.
Tap on our service categories below for details about each.
Investment Review & Management
Analyze your current portfolio
With you, construct an individualized diversified portfolio
Evaluate as many scenarios as needed
Regularly review and re-balance
Retirement Planning
Evaluate spending needs and retirement goals
Develop a plan that will provide adequate resources (wealth management)
Actively manage your portfolio (asset management)
Tax Planning & Projections
Tax projections
Review past tax returns
Discuss tax laws and ways to minimize your tax liability
Tax preparation
Insurance Analysis
Review current insurance coverage
Discuss insurance needs/options
If needed, help get quotes
Estate & Real Estate Planning
Review existing estate plan
If needed, help getting estate plan documents
Review real estate investments and financing
Any Other Financial Area
Depending on your needs, our financial advisors assist with:
Education planning
Charitable giving
Inheritance
Mexico-US financial planning
And more!
AMA Financial Advisors is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.
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Los Angeles, Phoenix and Virtural
(480) 447-7790
(424) 358-5410
bill@amafinancialadvisors.com