FINANCIAL & INVESTMENT SERVICES
The Wealth Management & Investment Advice you've been looking for.
As a multigenerational, family-owned practice with a strong history dating back to 1998, we take pride in developing personalized financial strategies designed to grow, protect, and preserve our clients’ wealth for generations to come.
Yes, we can help! Since 1998, we've been in business for one reason - to meet the needs of our clients! Investing can be very complicated, but it doesn't have to be that way for you. We're fiduciaries, so we make your well-being top priority as we learn about your goals and utilize investment strategies, of the highest quality, to get you where you want to go. If you have investable assets valued at $500,000 or more, give us a call today, at 661.702.0404, for the help you've been looking for. You'll be glad you did!
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HERE'S WHAT PEOPLE ARE SAYING!
Mr. Donihue has restored my faith in the financial planning world. He is knowledgeable, honest, caring, and has a great sense of humor. It is a real pleasure to be associated with Dan.
~ M. S. (Children’s Counselor)
American Lifestyle helped me with clear, concise, and understandable advice and excellent follow through. I am well satisfied with the help that I've received. I've gotten my finances in better shape - giving me peace of mind. Their service is top-notch, honest, complete, and provided in a friendly and personable way. I feel so much better about my overall financial situation!
~ H. R. (Law Firm Investigator)
To see more testimonials, CLICK HERE!
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THE BEST OF THE BEST!
We believe we're the best at what we do (so do our clients), and we have the track record to prove it! But we also work with the best of the best, including Charles Schwab, Fusion Capital Management, Burney Advisor Services, First Trust Advisors, and more! It literally takes dozens of people to do investing the right way. As good as the stockbroker, sitting next to the window at the bank, may be (or may not be), it's not enough. There should always be mutilpe disciplines involved in the development and management of investment portfolios - including forecasters, market analysts, model developers, market strategists, economists, investment advisors, and more. Hence, our amazing team! As much as we'd like to highlight everyone, it would be impossible. However, to view information about just a few of the key people who support our firm and make everything work well, CLICK HERE!
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REFER A FRIEND & RECEIVE A GIFT FROM US!
We want to say "thank you" with a special gift when you refer a friend or family member and they become a client of our firm. Have them call us or have us call them - either way! Consultations are ALWAYS at no cost and we're happy to help in any way needed! Thank you so much for your referrals!
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Our highly-rated and very-popular newsletter will come straight to your email inbox, each and every month! With several relevant articles to choose from, you can click on and read only what interests you! We know you'll get a lot out of it but, if for some reason you don't love it, you can always opt out. Learning just a little bit, every month, will make you a financial superstar!
CLICK HERE to sign up for FREE!
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For INFORMATIVE tidbits from our desk, LIKE us on Facebook! It's easy! Just click the LIKE button after you go to our Facebook page!
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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.