About Us

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About Us

Who We Are & What We Do

American Investment Management (AIM) is a fast growing financial services company providing individuals and businesses the opportunity to make their financial dreams a reality and help build generational wealth. Utilizing our 50 years of cumulative experience in financial services, wealth management, Estate & Tax Planning, and private equity, we provide high value financial consulting, tax-smart strategic guidance, investment banking, insurance and investment advisory services to clients throughout the United States.

Why We Do It

We live on a planet where we are constantly reminded of the importance of wealth. Your choice of education, healthcare, lifestyle, dreams, goals, memories and most importantly time and freedom are all linked to and dictated by money. Many people say money won’t make you happy; we are not sure about that, but we can guarantee you that without it you won’t be happy. Financial freedom and planning are crucial for a peaceful and stress-free life.

Financial freedom is freedom from:

Fear of not being able to take care of your family
Fear of not being able to achieve your goals in life
Fear of not being able to make a difference in the world

At AIM, we want to give every individual & their family that freedom and financial empowerment by building generational wealth and giving the gift of financial security.

AIM has only one mission: To elevate your net worth and give you the gift of financial freedom & security.

Core values shape our service.

We believe how our employees work together has a direct impact on how we work with you. At JFS, every decision we make is reflective of core values integral to our mutual success.

Honest Communication

Active listening and clarity in dialogue are keys to effective communication, and both are necessary to achieve mutual understanding and optimal solutions.

Integrity

Behave ethically for the good of the firm, our clients and employees, even when no one is watching.

Commitment

Devote best efforts toward achievement of goals once the best solution is surfaced, debated and decided.

A Positive Outlook

Believe in the power of positive attitudes and inspire positivity in others. Avoid being affected by negative attitudes or influences.

Trust

Take the time necessary to build trust and respect with one another by giving trust with the hope of receiving it back.

Changeʺableʺ

Be flexible and adaptable to change, knowing that innovation results in continuous improvement and achievement of the JFS mission.

Collaboration

Fearlessly give and accept the best thinking for the firm’s betterment and acknowledge unique and valuable perspectives.

Dependability

Acknowledge the work and performance results that I’m responsible for, and be accountable for the things I say I will do for my clients, teammates and the firm.

Results-Focused

Work diligently towards specific goals and accurately measure success and results in achieving individual and team objectives.

Speak with an experienced, independent wealth advisor.

Assess your personal financial planning needs or get a second opinion on your existing plan with a complimentary, no-pressure consultation.

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