"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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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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Peer-to-Peer Payments Are Popular, but Be Careful
Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.
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Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
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Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.