"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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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Lease Payment
How much would your monthly lease payment be?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.