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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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.