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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New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
This article discusses the most common and costly types of scams, and how would-be victims can spot them.
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Are You a HENRY? Consider These Wealth-Building Strategies
High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.