"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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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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HOT TOPIC: 530A Trump Accounts Officially Open
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
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Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Car Affordability
How much can you afford to pay for a car?
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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.