Financial Planning*

Planning for financial independence is critical in today’s world, whether you are just beginning to accumulate wealth or if you already have a substantial net worth. American Investment & Trust seeks to build long-term relationships with people who are serious about achieving their financial goals.

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Estate Planning

Because individual needs and circumstance are unique, trust and estate plans are customized processes that require unique, tailor-made solutions. With American Investment & Trust, you will receive maximum flexibility integrated with the guidance of trust professionals experienced in adapting details to your objectives.

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Retirement Planning

Whether you are choosing personal or business retirement plan solutions, the American Investment & Trust retirement plan specialists have the tools and expertise to assist you in designing, implementing, and administering the kind of plan that is best suited for you or your company’s needs.

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Investment Planning*

At American Investment & Trust, we believe it is important for you to have a disciplined, objective partner delivering prudent advice based on a thorough understanding of your needs, objectives, investment experience, and portfolio construction.

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Corporate/Business Planning

Customize a business plan that fits your company’s needs and assets. Whether you need to set up a business retirement plan to manage cash flow or establish a legacy through succession planning, our team of corporate planning specialists will help you decide how your assets can move within your business.

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Farm Management

American Investment & Trust recognizes the opportunities and challenges we face in today’s agricultural environment. As an institution so deeply rooted in agriculture, we strive for adding value to your farming operation. Our role is to understand the objectives you have for your farm or business in order to customize and implement a comprehensive property management plan to accomplish your specific goals.

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Wealth Transfer

From beneficiary designations to executorships and power of attorney, we can help you determine when and how your wealth is transferred. At American Investment & Trust, we will help you create trusts and offer guidance on managing distribution and transfers of your wealth and assets.

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*Investment products are:  Not a Deposit, Not FDIC Insured, Not Insured by Any Federal or State Government Agency, Not Guaranteed By the Bank, May Go Down in Value

Securities and insurance products are offered by Cetera Investment Services LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers.  Neither firm is affiliated with the financial institution where investment services are offered.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states.  Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States. Located at 525 N Main, Sioux Center, IA 51250

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