Contact Us: (305) 270-2220
American Trust Insurance
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  • Service
    • Claims Directory
    • Report a Claim
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    • Policy Changes
    • Proof of Insurance
    • Contact My Carrier
    • Online Documents
    • Free Consultation
  • Insurance
    • Vehicles >
      • Auto Insurance
      • Roadside Assistance
      • Classic Car Insurance
      • RV Insurance
      • ATV Insurance
    • Business >
      • Business Insurance
      • Insurance Bonds
      • Workers Compensation
      • Event Insurance
      • Business Owners Package (BOP) Insurance
    • Property >
      • Home Insurance
      • Condo Insurance
      • Renters Insurance
      • Flood Insurance
      • Landlords Insurance
    • Life/Financial >
      • Life Insurance
      • Final Expense Insurance
      • Annuities
    • Group Health >
      • Group Health Insurance
      • Dental Insurance
      • Vision Insurance
      • Medicare Supplement Coverage
      • Critical Illness Insurance
      • Long Term Care Insurance
    • Financial Planning
    • Motorcycle Insurance
    • Boat Insurance
    • Umbrella Insurance
    • Disability Insurance
    • Travel Insurance
  • Blog
  • About
    • Agency Staff
    • Insurance Carriers
    • Client Testimonials
    • Agency Photo Gallery
    • News
    • Accessibility Statement
    • Newsletter Signup
    • Refer a Friend
    • Local Links
    • Videos
    • Reviews
  • Contact

Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(305) 270-2220
9360 Sunset Drive
Suite 240
Miami, FL 33173
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American Trust Insurance
9360 Sunset Drive, Suite 240
Miami, FL 33173
(305) 270-2220
info@americantrustins.com

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