Comprehensive financial, health and life planning
We provide a tailored strategy that is comprehensive to your financial, health & life planning needs.
Our service is client-centric it evolves around your values, your goals and lifestyle.
You are unique, your expectations and needs are specific only to you.
Imagine what your tomorrows will be like.
We are passionate about "Freedom of Choice", it is about "Getting a Good Value", it is about "Being Responsible and Upfront!".
With more than 25 years of financial service experience, we understand that markets have risk. We are mindful that fees and taxes effect returns.
Each client have their own tolerance for risk. Our approach is quantiative; it is built on an academic framework. We model strategies based on your expectations.
We will partner with you to tailor and design a comprehensive strategy that compliments your values, goals and lifestyle.
The only way we can be a good steward of your wealth, help you reach your goals is by learning your personal priorities, family circumstances, and ultimate financial objectives. Our consultative approach is unique we build relationships that become lifelong partnerships.
You'll experience the Independence Wealth Management Process in stages.
We value relationships - we are unwavering to your long term success. Contact us so that we can be your partner and get you started on the right path to a successful life plan.
A G M Investment Group strives to help you identify your values, your goals and the lifestyle you desire. It all starts with "A comprehensive financial, health and life plan".
We can help you plan to succeed or you can fail to plan.
"A commitment to people first"
This website is full of free information. It is a tool to educate, inform and provide you with additional knowledge. The more informed you are, the more intelligent of a decision, the better your odds for a successful financial future.
Newsletters
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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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Preparing for Libor to Leave the Building
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.