We are thrilled to announce our partnership with American Portfolios, a highly respected financial services firm with over $10B in assets under management (AUM). This exciting new partnership means that all of our Royal Members will now have access to speak with licensed Financial Advisors who are backed by the expertise and resources of American Portfolios.
Our licensed Financial Advisors will be available to answer questions, provide investment advice, and help our members create personalized financial plans that are tailored to their individual needs and goals. With American Portfolios’ extensive experience and proven track record of providing sound financial advice and investment management services, we are confident that our Royal Members will receive the highest quality of service and expertise when it comes to managing their finances.
Whether our members are looking to plan for retirement, manage debt, or achieve other financial goals, our Financial Advisors can help. They will provide ongoing support and guidance to ensure that our members’ financial plans remain on track and aligned with their changing needs and circumstances.
Overall, we believe that this partnership with American Portfolios is a significant win for our Royal Members. With their impressive $10B AUM and 20+ year track record of success, we are confident that our partnership will provide our members with the resources and expertise they need to achieve their financial goals.
As the lead advisor for our team, my main priority in life and as a business owner is to lift others up. We work to understand our clients on a personal level so we can deliver proven results for their families for generations.
I am a client services associate at American Portfolios and I believe that an effective tax strategy and communicative partnership will go a long way in reaching your financial needs and goals. I place an extreme importance on diversification, and ensuring we are always within our clients risk threshold.