AmTrust Investment Services, Inc.

Strength and Integrity in Financial Services

You've worked hard to achieve success.  Let us reward you with wise planning, investing and risk management strategies and the resources necessary to build a comprehensive and balanced financial solution..  We provide peace of mind for you and those who depend on you.  AmTrust Investment Services, Inc. and its affiliate AmTrust Insurance Agency, Inc. can help you achieve your financial goals through long-term relationships with knowledgeable and trusted Financial Advisors, focusing on six major areas of financial planning:  

Review Financial Situation
Protection Planning
 Managing Income Taxes
Estate Planning

 

 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

More Newsletters →