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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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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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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Lease Payment
How much would your monthly lease payment be?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.