A Guide to the Good Life:
Get to Know Your Finances and Net Worth

We offer self service financial planning tools so that you can tailor to your needs.

Self Service Financial Tools​

Save money by monitoring your net worth and performing planning tasks yourself using online tools.

Online Financial Planning

Analytics, includes email support
$ 39
99
/month
  • Multiple investment and business holdings
  • Supports partial ownership in holdings​
  • Two factor authentication
  • Ability to add family members
  • Financial goals planning
  • Annual planning reminders
  • Interactive guides and videos​
  • Risk tolerance assessment
  • Financial priorities dashboard
  • Investment analytics
  • Intraday securities pricing
  • Email support: Two business day response
  • Store insurance coverage information
  • Cloud storage for key documents

American Partners Financial Services LLC is a registered investment adviser. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. Please contact American Partners Financial Services LLC at [email protected] to find out if the investment adviser is qualified to provide investment advisory services in the state where you reside. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Past performance is no guarantee of future results.

At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of American Partners Financial Services LLC. American Partners Financial Services LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. American Partners Financial Services LLC does not necessarily endorse or recommend any commercial product or service described at these websites.

American Partners Financial Services LLC is a registered investment advisor. © 2018 American Partners Financial Services LLC. All rights reserved.