32111 Big Oak Lane
Castaic, CA 91384
Phone:
661.702.0404
Fax:
661.702.0400
Expert wealth management and proven tax strategies for high-net-worth clients! Welcome to AMERICAN LIFESTYLE!
AMERICAN LIFESTYLE
Financial & Investment Services
Yes, we can help! Since 1998, we've been in business for one reason - to meet the needs of our clients! Investing can be very complicated, but it doesn't have to be that way for you. We're fiduciaries, so we make your well-being top priority as we learn about your goals and utilize investment strategies, of the highest quality, to get you where you want to go. If you have investable assets valued at $500,000 or more, give us a call today, at 661.702.0404, for the help you've been looking for. You'll be glad you did!
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Mr. Donihue has restored my faith in the financial planning world. He is knowledgeable, honest, caring, and has a great sense of humor. It is a real pleasure to be associated with Dan.
~ M. S. (Children's Counselor)
American Lifestyle helped me with clear, concise, and understandable advice and excellent follow through. I am well satisfied with the help that I've received. I've gotten my finances in better shape - giving me peace of mind. Their service is top-notch, honest, complete, and provided in a friendly and personable way. I feel so much better about my overall financial situation!
~ H. R. (Law Firm Investigator)
To see more testimonials, CLICK HERE!
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We believe we're the best at what we do (so do our clients), and we have the track record to prove it! But we also work with the best of the best, including Charles Schwab, Fusion Capital Management, Burney Advisor Services, First Trust Advisors, and more! It literally takes dozens of people to do investing the right way. As good as the stockbroker, sitting next to the window at the bank, may be (or may not be), it's not enough. There should always be mutilpe disciplines involved in the development and management of investment portfolios - including forecasters, market analysts, model developers, market strategists, economists, investment advisors, and more. Hence, our amazing team! As much as we'd like to highlight everyone, it would be impossible. However, to view information about just a few of the key people who support our firm and make everything work well, CLICK HERE!
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REFER A FRIEND & RECEIVE A GIFT FROM US!
We want to say “thank you” with a special gift when you refer a friend or family member and they become a client of our firm. Have them call us or have us call them - either way! Consultations are ALWAYS at no cost and we're happy to help in any way needed! Thank you so much for your referrals!
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CLICK HERE to sign up for FREE!
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.