About Us
About Us
Our purpose is simple
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
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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
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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
Carlos A. Rodríguez
Accountants Services
For more than 25 years of experience in the accounting and taxes areas I decided open my own company in order to attend to clients with the necessity of keeping their business and taxes in control.
Now we decided do a partnership with AM FINANCIAL PLANNER to increase its services to all the clients that require this kind of services. I got a Bachelor in
Accounting at Universidad Santa Maria in Venezuela and studied several courses of Taxes in Miami including Miami-Dade College
Accounts
-
Financial Process Automation
including Quickbook Services - Accounts Payables
- Accounts Receivables and Billing
- Managed Payroll
- Full Services Accounting
Corporations
-
C Corporations
- S Corporations
- LLC
- Partnership
Taxes
-
Tax Planing
- Pax Preparation
- IRS e-provider
Carlos A. Rodríguez
Accountants Services
For more than 25 years of experience in the accounting and taxes areas I decided open my own company in order to attend to clients with the necessity of keeping their business and taxes in control.
Now we decided do a partnership with AM FINANCIAL PLANNER to increase its services to all the clients that require this kind of services. I got a Bachelor in
Accounting at Universidad Santa Maria in Venezuela and studied several courses of Taxes in Miami including Miami-Dade College
Accounts
-
Financial Process Automation
including Quickbook Services - Accounts Payables
- Accounts Receivables and Billing
- Managed Payroll
- Full Services Accounting
Corporations
-
C Corporations
- S Corporations
- LLC
- Partnership
Taxes
-
Tax Planing
- Pax Preparation
- IRS e-provider
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
videos
About us in AM Financial Planner
Como obtener DINERO libre de impuesto en tu retiro Distintos planes de retiro Como los impuestos afectan nuestros planed de ahorro y de retiro
Contact us!
Address: 145 sw 8th st #703 miami fl / phone: +1 786-334-8015
e-mail: amedina@mutualtrustco.com
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.
Contact us!
Address: 145 sw 8th st #703 miami fl
Phone: +1 786-334-8015
e-mail: amedina@mutualtrustco.com
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.