Our Services

What we offer

Wealth Preservation

We understand that your hard-earned wealth deserves a fortress of protection. With a tailored approach to wealth preservation, A&M Finance works closely with you to create a blueprint that shields your assets from the uncertainties of tomorrow. We will help to make sure your legacy will stay for your family.

Retirement Planning

At A&M Finance, we always advise our clients to always think ahead. It is never too early or too late to start planning your retirement. The early you start, the better prepared you will be.

401K/TSP/403B Rollover

Are you leaving your job and do not know what to do with your retirement portfolio? Are you thinking about rolling over your retirement portfolio into a new investment or savings account? Consult with us and we can show you your options for solutions.

Infinite Banking

At A&M Financial, we understand that your financial goals are unique, which is why we offer a suite of personalized banking solutions designed to fit your individual aspirations. Infinite banking is a personal finance strategy that leverages a cash value policy as your “personal bank”.

Life Insurance Options

A&M Finance offers various Life Insurance solutions, such as Permanent Protection, Term Life Insurance, Cash Value Insurance plans, mortgage protection, generational wealth transfer, As Tax-Shelter, and etc.

College Planning

A&M Finance offers ways to save for your children's education college fund that provide more flexibility and potentially more benefits than a standard 529 Plan.