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Whiting Office
1244 119th Street
Whiting, IN 46394
(219) 473-5542

Chicago Office
230 W. Monroe Street
Suite 300
Chicago, IL 60606
(312) 382-7000

American Trust Investment Services, Inc.

"Providing Investment Solutions Since 1957"

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

 

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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