Welcome to AM Financial Planner

Welcome to AM Financial Planner

About Us

About Us

Our purpose is simple

We have been in the industry for more than six years providing financial security and guidance for our clients and their families. We are located in the heart of Miami’s Financial District, our office has an extensive financial expertise involving domestic and international clients.

 

Alexis Medina

OWNER & CEO

Alexis Medina Tovar is the Founder and President of AM FINANCIAL PLANNER. For more than 8 years, Alexis has been helping clients and investors pursue their financial goals and objectives. He has extensive experience in retirement issues, asset allocation, investment selection, education planning, estate planning coordination and asset protection strategies.

Mr. Medina earned his BA in International Business at Universidad Santa Maria in Venezuela.

In Miami, he obtained The Formal Credit Training program from Mercantil Bank. Also he is a Registered Investment Adviser.

Professional Associations:

  • Knights of Columbus Miami Council
  • NAIFA, Florida Association of Insurance and Financial Advisors
  • Steward member of Epiphany Catholic Church

Alexis is fluent in both English and Spanish. He enjoys spending time with her family, volunteering in the community, listening to music, and traveling.

Alexis Medina

OWNER & CEO

Alexis Medina Tovar is the Founder and President of AM FINANCIAL PLANNER. For more than 8 years, Alexis has been helping clients and investors pursue their financial goals and objectives. He has extensive experience in retirement issues, asset allocation, investment selection, education planning, estate planning coordination and asset protection strategies.

Mr. Medina earned his BA in International Business at Universidad Santa Maria in Venezuela.

In Miami, he obtained The Formal Credit Training program from Mercantil Bank. Also he is a Registered Investment Adviser.

Professional Associations:

  • Knights of Columbus Miami Council
  • NAIFA, Florida Association of Insurance and Financial Advisors
  • Steward member of Epiphany Catholic Church

Alexis is fluent in both English and Spanish. He enjoys spending time with her family, volunteering in the community, listening to music, and traveling.

Your goals

Your goals

Personal

  • Retirement

  • Financial Security

  • Saving for Education

  • Life Insurance Protection

  • Saving and investing

  • Women’s Financial Goals 

Life’s Events

  • Getting Married
  • A New Home

  • A New Job

  • Becoming a Parent

  • Starting a Business

  • Disability/Serious Illness

  • Death of a Spouse

  • Caring for aging parents

Life’s Events

  • Getting Married
  • A New Home

  • A New Job

  • Becoming a Parent

  • Starting a Business

  • Disability/Serious Illness

  • Death of a Spouse

  • Caring for aging parents

Products & services

Products & services

For You & Your Family

  • Life Insurance Products

  • Term Life Insurance
  • Whole Life Insurance
  • Index Universal Life Insurance
  • Variable Universal Life Insurance
  • Survivorship Life Insurance
  • Health Insurance; Domestic and International
  • Travel Insurance
  • Retirement Products
  • Variable Annuities
  • Individual Retirement Accounts
  • Investment Products
  • Brokerage and Advisory Accounts
  • Mutual Funds
  • College Planning

Tax Saving Strategies

  • SEP IRA

  • IRA
  • Defined Benefit Contribution
  • Cash Balance
  • 401(k)
  • Profit Sharing Plan

for employers

  • Benefit plans

  • Health Insurance
  • Travel Insurance
  • Dental
  • Vision
  • Life
  • Short-Term Disability
  • Long-Term Disability
  • Retirement plans
  • 401(k) plans
  • 403(b)plans
  • 457(b) plans

for employers

  • Benefit plans

  • Health Insurance
  • Travel Insurance
  • Dental
  • Vision
  • Life
  • Short-Term Disability
  • Long-Term Disability
  • Retirement plans
  • 401(k) plans
  • 403(b)plans
  • 457(b) plans

big moments

RELATIONSHIP

MAKING A LARGE PURCHASE

EDUCATION PLANNING

RETIREMENT

CHANGES IN HEALTH

legacy

big moments

RELATIONSHIP

MAKING A LARGE PURCHASE

EDUCATION PLANNING

RETIREMENT

CHANGES IN HEALTH

legacy

Contact us!

3 + 11 =

www.finra.org / www.sipc.org 

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. AM FINANCIAL PLANNER is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.

Dental & Vision Insurance

Contact us!

7 + 8 =

www.finra.org / www.sipc.org 

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. AM FINANCIAL PLANNER is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.

Dental & Vision Insurance