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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Why Choose A G M Investment Group



Tailored and Comprehensive Strategies:

  • Our commitment is to provide tailored and comprehensive financial, health, and life planning strategies that align with your needs, goals, and lifestyle.

Client-Centric Approach:

  • Our service revolves around your values, goals, and lifestyle. Recognizing that each individual is unique, we prioritize understanding your expectations and requirements to deliver a client-centric experience that is truly personalized.

Passionate Advocacy for "Freedom of Choice" and "Good Value":

  • We are passionate advocates for "Freedom of Choice," ensuring you have options that align with your values. Our commitment to "Getting Good Value" is rooted in transparency, responsibility, and upfront communication, empowering you to make informed decisions about your financial future.

Decades of Experience in Financial Services:

  • With over 30 years of financial service experience, we bring a wealth of knowledge. We understand market risk and are mindful of how fees and taxes impact returns, ensuring a well-informed and strategic approach to wealth management.

Consultative Relationship Building:

  • We don't just manage wealth; we build lifelong partnerships.  Understanding your priorities, family circumstances, and ultimate financial objectives. By developing relationships, we become good stewards of your wealth, helping you reach your goals effectively.

Independence Wealth Management Process:

  • Experience the Independence Wealth Management Process in stages. We guide you through a comprehensive and structured approach, ensuring that every aspect of your financial, health, and life plan is thoroughly addressed.





Commitment to People First:

  • "Commitment to people first." We prioritize your long-term success, valuing relationships and staying unwavering in our dedication to helping you achieve a successful life plan.

Holistic Planning for Success:

  • We help you identify your values, goals, and desired lifestyle. Our commitment starts with creating a comprehensive financial, health, and life plan. Whether you plan to succeed or risk failing to plan, we are here to guide you toward a successful financial future.

Contact AGM Investment Group today to partner with us to help achieve your financial objectives and to help you strive to secure a prosperous life plan.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck