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.
Newsletters
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Calculators
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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.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Lease Payment
How much would your monthly lease payment be?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.