Solutions For A BETTER WAY To RETIRE
RETIREMENT INCOME STRATEGIES
ASSET PROTECTION & REALLOCATION
ASSET DIVERSIFICATION
HEALTHCARE PLANNING
LEGACY PLANNING
MAXIMIZE SOCIAL SECURITY BENEFITS
“Our passion is working with individuals to plan and protect their financial future/retirement goals. Our first step is to LISTEN & LEARN. Together we can then structure the best path to meet your financial goals.”
4 SIMPLE STEPS TO A SUCCESSFUL RETIREMENT
01
Cover Your Basic Expenses with Guaranteed Income
02
Protection against Inflation, Higher Taxes & Market Risks
03
A Plan for Long Term Care & Rising Health Care Costs
04
Legacy Planning – Pass on your Wealth
Life is full of What Ifs and Milestones
Are You Prepared?
Retirement
Home Ownership
College Fund
Untimely Death
Medical Expenses
Tax-free strategies to make sure you are prepared for unexpected medical expenses. Make sure your assets are protected from creditors. Talk with someone who knows this first-hand.
Wealth Management
About A&M Futures
A&M Futures Products help individuals and families move forward for a better future
Protect your money from loss and provide for upside potential.
Your money is working for you.
Maximize your tax-advantaged savings and income opportunities.
About Us
A&M Futures is a woman owned finance company based on Integrity, Transparency and Relationships. Our headquarters is in Phoenix, AZ. We are financial educators and retirement income strategists for women in unique situations, such as divorce. We offer innovative solutions for both these women and their businesses.
Our goal is simple: help everyone move forward and reach their financial goals!
Mission Statement
We serve individuals and families by educating them on tax-advantaged strategies so they have the tools to make the right decisions for themselves and their family. Our passion is to help each person meet their specific goals – college to retirement.
We understand the current challenges and that most feel overwhelmed by their challenges and/or situations. That is why it is important to us to show you how our “outside of the box” strategies can be the solutions you are looking for.
We will listen and learn about your challenges and provide you with better solutions to help you move forward to be prepared for life’s what ifs and milestones.
Who We Service
Starting Out
Buying a Home
Private School or College
Emergency Fund
Almost There
Age 40 to 60
Time with Family
Traveling
Special Retirement Home
Retired
Income for your Basic Expenses
Risk Management of your Nest Egg
Understand how Inflation, Taxes and Healthcare Costs affect your Nest Egg
Protect & Grow Your Money
Everyone needs sustainable strategies for their financial futures.
This statement is true for BOTH businesses and individuals/families alike.
A&M Futures specializes in strategies which offer
- Financial crises protection
- Protected against market risk
- Long-term care
- Tax-deferred growth
- Tax-advantaged income
- Supplemental retirement
- Flexible access to cash
- Legacy for the next generation