AMS Retirement Solutions

AMS Retirement Solutions The complex investment climate of today offers unprecedented opportunities. A clear understanding of their financial goals
2.

At AMS Retirement Solutions, our mission is to bring pride and confidence to hard-working individuals by providing a comprehensive financial plan with honesty, authenticity, and sincerity. We help clients take advantage of those opportunities by providing them with three key tools:

1. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust their roadmap when their needs

change

Here, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Visit us often, as our content is constantly changing. We want you to know that when you come to us for advice, we sincerely want to help. If you’re interested in working with our team of professionals or just have questions, please contact us for a complementary consultation. For help with your financial management, or for more information on AMS Retirement Solutions, please contact us today. Anthony Sce’ III CFP® AIF® is the President and founder of AMS Retirement Solutions. Throughout his career, Anthony has maintained a strong commitment to the financial services and insurance industry. Your success is Anthony’s passion and he puts his expertise to use by assisting clients in achieving their financial and retirement goals. Anthony specializes in retirement accounts (401k, IRA, Rollovers, SEP, etc.), mutual funds, annuities, as well as life and disability insurance. Anthony is securities licensed and is currently a Registered Representative and Investment Advisory Representative with United Planners’ Financial Services. Anthony is a Certified Financial Planner® professional and has earned an Accredited Investment Fiduciary® designation. Outside of the insurance field, Anthony is a car and boat enthusiast who loves inshore and offshore fishing. His commitment to health and fitness is evident in his daily workout routine and healthy lifestyle. Above all, the highlight of his day is spent with his children. Anthony Sce’ III is a Registered Representative and Investment Advisory Representative offering Securities and Advisory Services through United Planners Financial Services of America, a Limited Partnership, member FINRA & SIPC. Anthony is registered in New York, Florida, New Jersey, Nevada, New Hampshire, Massachusetts, Idaho, and Ohio. AMS Retirement Solutions is independent from United Planners.

Your home mortgage interest may be deductible. Do you itemize your deductions?
08/27/2023

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
08/26/2023

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
08/20/2023

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
08/19/2023

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

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

08/17/2023
Being totally forthcoming about your finances is important when speaking to a financial professional. That means no fals...
08/15/2023

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank questions!

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
08/13/2023

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Use this calculator to compare the future value of investments with different tax consequences.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
08/12/2023

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahe...
08/08/2023

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.

August may be a hot and busy month for economic news, with investors closely monitoring Fed Chair Powell’s monetary poli...
08/07/2023

August may be a hot and busy month for economic news, with investors closely monitoring Fed Chair Powell’s monetary policy remarks in the upcoming Economic Policy Symposium in Jackson Hole. In the meantime, here are the latest labor market stats, inflation data, international market performance, sector trends, and more.

Monthly Market Insights | August 2023 U.S. Markets Stocks added to their strong year-to-date gains in July as investors cheered decelerating inflation, better-than-expected corporate earnings, and healthy economic data. The Dow Jones Industrial Average gained 3.35 percent, while the Standard & Poor....

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
08/06/2023

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Address

515 Johnson Avenue, Suite 201
Bohemia, NY
11716

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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