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Financial

Financial Services in Rancho Mirage, Cathedral City, and Palm Desert.

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, American Financial Insurance Services is committed to helping you realize your fiscal goals.

At American Financial Insurance Services, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Some of our Financial Services include the following, but not limited to:

  • Annuities
  • Asset Protection
  • Fixed Indexed Annuities
  • Guaranteed Income
  • IRA & 401(K) Assets and Planning
  • IRA, 401(K) and 403(B) Rollovers
  • Lifetime Income Planning
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Retirement Income Planning
  • Retirement Plans
  • Safe Money Options
  • Social Security
  • Tax Advisory
  • Tax Planning
  • Traditional & Roth IRAs
  • Wills, Trusts, Estates

Get A Quote

Schedule Your Appointment with

Roy Ferguson

Jeremy Ferguson

Today!