"Comprehensive financial, health and life planning"
Your financial plan should fit your life —not the other way around.
At AGM Investment Group, we build comprehensive financial, health, and life plans around what matters most to you — your values, your family, and the future you're working toward.
35+Years Experience 100%Independence FINRA Registered & Verified
Our Planning Process
Discover Your Values & Goals
We start by understanding what a successful life looks like for you — not just your portfolio.
Build Your Comprehensive Plan
Financial, health, and life planning are integrated into one clear, personalized strategy.
Implement & Stay Accountable
We guide execution, monitor progress, and adapt with you as life evolves.
Start Your Plan Today
No cost · No obligation · 30-minute call
Newsletters
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.