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American Retirement & Investment Strategies, LLC

14 Fleetwoods Drive


Gloucester

,

MA

01930

Phone:

Joe 978-283-1011,Bill 508-533-7370

Fax:

972-380-0097

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Neil H. Resnik, LUTCF

OBJECTIVE, FEE-ONLY ADVICE = PEACE OF MIND.

The investment advisory services provided by American Retirement & Investment Strategies, LLC are fee-based only, which we believe is the best way to work in your best interests. Our fees, advice and investment recommendations are fully disclosed and transparent. Once we understand your current situation, risk tolerance, investment time horizon and personal goals, we construct a customized plan that is right for you.  See our Fee Table for 2025.

CONSISTENT RESULTS BASED ON STRONG INVESTMENT PRINCIPLES

At American Retirement & Investment Strategies, LLC we develop and implement investment strategies that we believe are the best way for our clients to preserve and enjoy their wealth.

Our plan is unique to your circumstances and designed to be robust, yet flexible—able to change with you as your life changes.

AN INVESTMENT PHILOSOPHY THAT SETS OUR FIRM APART

Whether you’re an individual investor, the owner of a business, someone already retired and in need of income, or a participant of a 401(k) or 403(b) plan, you can rely on our extensive knowledge and expertise to provide you with time-tested investment strategies that attempt to generate reliable results with a focus on risk.

Contact us for a complimentary initial meeting and find out if our firm is a good fit for your needs.

The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Shows when coverage may still make sense for retirees.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck