A G M Investment Group collaborates with attorneys, CPAs, and other financial professionals. Your clients often look to you for recommendations or referrals outside your specialization. Or, it would help if you had additional outside professional expertise to help your client meet their financial needs.
A G M Investment Group can help you expand the services you offer to clients while maintaining your role as a trusted advisor to your client. We are committed to forming strategic partnerships that provide CPAs and attorneys with access to experience in implementing insurance, investment, and corporate benefit programs. We can offer you and your clients assistance in:
Asset Management
- Investment goals and risk profile
- Portfolio analysis
- Personalized portfolio management
Estate Preservation
- Tax-efficient wealth transfer
- Estate liquidity needs
- Estate tax reduction strategies
Business Planning
- Corporate benefits
- Business succession planning
- Non-qualified deferred compensation
- Key person insurance
- Group retirement plans
Risk Planning
- Life insurance programs
- Income protection planning
- Long-term care insurance
- Disability insurance
You can depend on us to support you in providing a high level of client service.