American Research & Management Co.

Comprehensive Planning
Financial Planning
Education Planning
Retirement Planning
Estate Planning
Tax Planning

Financial Planning

Having a financial plan is like having a road map before you embark on a journey – it’s the best way to get where you want to go. But it has to be objective and realistic. American Research & Management Co. understands this. Our principals know how to analyze a family’s income statement and balance sheet and create workable strategies that not only help clients accumulate capital for retirement, but also anticipate cash needs for such major outlays as funding children’s education, a daughter’s wedding or the purchase of a vacation home.