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 needs are specific only to you.
Imagine what your tomorrows will be like.
We are passionate about "Freedom of Choice", it is about "Getting a Good Value", it is about "Being Responsible and Upfront!".
With more than 25 years of financial service experience, we understand that markets have risk. We are mindful that fees and taxes effect returns.
Each client have their own tolerance for risk. Our approach is quantiative; it is 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 values, goals and lifestyle.
The only way we can be a good steward of your wealth, help you reach your goals is by learning your personal 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 that we can be your partner and get you started on the right path to a successful life plan.
A G M Investment Group strives to help you identify your values, your goals and the lifestyle you desire. It all 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 you with 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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Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
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How Funding an HSA Could Help Strengthen Your Retirement Strategy
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
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Small Businesses Are Short-Staffed and Overwhelmed
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
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A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.