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 requirements are specific only to you.
Imagine what your tomorrow will be like.
We are passionate about "Freedom of Choice," it is about "Getting Good Value," it is about "Being Responsible and Upfront!".
With more than 30 years of financial service experience, we understand that markets have risks. We are mindful that fees and taxes affect returns.
Each client has a risk tolerance. Our approach is quantitative and 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 goals, lifestyle, objectives, and values.
The only way we can be a good steward of your wealth to help you reach your goals is by learning your 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 we can be your partner and help get you on the right path to a successful life plan.
A G M Investment Group strives to help you identify your values, goals, and desired lifestyle. It 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 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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Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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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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Car Affordability
How much can you afford to pay for a car?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?