"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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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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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.