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Amerity Financial

  • Amerity Financial

    Our Philosophy

    You've worked a lifetime growing your nest egg
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    ​We believe it's better to grow it and keep it rather than  risk losing it
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Why Choose Us?

At Amerity Financial, our clients have entrusted us to protect and help grow their retirement savings since 1994.  Our old school philosophy is a conservative one.  We believe it's better to "grow it and keep it" than to risk losing what you have worked a lifetime for.
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​Will the assets you've accumulated last through retirement? We believe we provide some of the leading solutions to help guarantee safety, growth and income. Because people are living longer healthier lives, it's time to reevaluate the longevity of your financial independence.

Retirement Solution Philosophy

  • Amerity Financial's retirement strategies and recommendations are customized and based on your individual needs
  • The foundation for the strategies and potential solutions we provide is the security it provides
  • It wouldn't make sense to build your home without a sound foundation and the same holds true for your retirement
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Let's create your retirement strategy together

Safety

Safety ALWAYS matters most - and it's the first consideration in ANYTHING we do.  As a matter of fact, just because the market has ups & downs doesn't mean your retirement has to

Growth

It's not too much to expect a competitive return on your savings.  We believe you should "grow it and keep it" as opposed to risking your hard-earned retirement in the market and facing potential losses when you need your money the most.

Income

Access to your funds so you have a better opportunity to meet ALL of your financial obligations is exactly what planning is designed for. Income takes it a step further to give you peace of mind knowing you will potentially have enough to meet and exceed those financial obligations.

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Amerity Financial

Trust, Integrity, Competence & Experience

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Learn About Amerity's Safe Solutions

In most situations, we believe some portion of your retirement savings should be allocated to a "safe solution" that does not expose you to market fluctuations.

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