Why Choose A G M Investment Group
Tailored and Comprehensive Strategies:
- Our commitment is to provide tailored and comprehensive financial, health, and life planning strategies that align with your needs, goals, and lifestyle.
Client-Centric Approach:
- Our service revolves around your values, goals, and lifestyle. Recognizing that each individual is unique, we prioritize understanding your expectations and requirements to deliver a client-centric experience that is truly personalized.
Passionate Advocacy for "Freedom of Choice" and "Good Value":
- We are passionate advocates for "Freedom of Choice," ensuring you have options that align with your values. Our commitment to "Getting Good Value" is rooted in transparency, responsibility, and upfront communication, empowering you to make informed decisions about your financial future.
Decades of Experience in Financial Services:
- With over 30 years of financial service experience, we bring a wealth of knowledge. We understand market risk and are mindful of how fees and taxes impact returns, ensuring a well-informed and strategic approach to wealth management.
Consultative Relationship Building:
- We don't just manage wealth; we build lifelong partnerships. Understanding your priorities, family circumstances, and ultimate financial objectives. By developing relationships, we become good stewards of your wealth, helping you reach your goals effectively.
Independence Wealth Management Process:
- Experience the Independence Wealth Management Process in stages. We guide you through a comprehensive and structured approach, ensuring that every aspect of your financial, health, and life plan is thoroughly addressed.
Commitment to People First:
- "Commitment to people first." We prioritize your long-term success, valuing relationships and staying unwavering in our dedication to helping you achieve a successful life plan.
Holistic Planning for Success:
- We help you identify your values, goals, and desired lifestyle. Our commitment starts with creating a comprehensive financial, health, and life plan. Whether you plan to succeed or risk failing to plan, we are here to guide you toward a successful financial future.
Contact AGM Investment Group today to partner with us to help achieve your financial objectives and to help you strive to secure a prosperous life plan.
Newsletters
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.