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Retirement Planning

Holistic Retirement Planning Approach:

A G M Investment Group is deeply passionate about retirement, viewing it as a significant human endeavor. We appreciate the qualities contributing to a happy retirement and believe in developing a foundation for long-term happiness and peace of mind. Our approach involves structuring a comprehensive strategy beyond financial considerations, aiming for a successful and fulfilling retirement.

Extensive Suite of Retirement Plans:

Recognizing the diverse needs of individuals, we offer an extensive suite of retirement plans, including IRAs, 401K, 403B, 457, Roth plans, and life insurance. Our experienced team can tailor Qualified and Non-Qualified retirement plans to meet your lifelong needs, striving to ensure a secure and comfortable retirement.

Creative and Practical Retirement Ideas:

A G M Investment Group stands out by providing some of the most creative and practical ideas for retirement. We understand that retirement planning is not one-size-fits-all, and our innovative solutions, such as SOLO 401(k) Plans, are designed to cater to specific needs, offering advantages like participant loans and catch-up contributions.

Variety of Retirement Plan Options:

Whether you are a sole practitioner, business owner, or an employee, we offer a range of retirement plan options, including Traditional 401(k) Plans, Safe Harbor 401(k) Plans, Profit Sharing Plans, New Comparability Plans, Defined Benefit Plans, and Cash Balance Plans. Each plan is tailored to address unique financial circumstances and goals.

Socially Responsible Investment (SRI) Retirement Plans:

We offer Socially Responsible Investment retirement plans for those interested in aligning their investments with social and/or religious criteria. With a platform that mirrors traditional concepts, we collaborate with over 20 money managers who adhere to your specific value criteria, providing a socially conscious investment approach.

Business Owner Support and Expertise:

A G M Investment Group is ready to assist business owners in starting new retirement plans or updating existing ones to the latest options. Our open investment lineup allows you to build a unique investment portfolio from over 1,000 mutual funds, target-date funds, model portfolios, and other investment strategies.

Intelligent and Intuitive Platforms:

Our retirement planning platforms are designed to be intelligent, intuitive, and idea-driven. Whether you aim to increase enrollment, enhance employee participation, or provide education, our platforms deliver an innovative approach to retirement planning, ensuring a seamless and engaging experience.

Cost-Effective Solutions:

We understand the importance of cost-effectiveness in retirement planning. A G M Investment Group is highly competitive when it comes to costs. We offer a free "Comparison Fee Report" to showcase how we can improve your retirement plan's cost-effectiveness, making quality retirement planning accessible to businesses of all sizes.

Commitment to Personal and Financial Well-Being:

Our commitment goes beyond financial planning; we prioritize your overall well-being in retirement. By considering financial and non-financial aspects, we aim to create a retirement strategy that meets your financial goals and contributes to a fulfilling and joyful retirement life.

Choose A G M Investment Group for a holistic, innovative, and personalized approach to retirement planning. Whether you are an individual or a business owner, our diverse range of retirement plans and commitment to your well-being set us apart in guiding you toward a successful retirement journey.



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 Critical Study of Retirement in America

Citation: Ruth Helman, Craig Copeland, and Jack VanDerhei, “The 2015 Retirement Confidence Survey: Having a Retirement Savings Plan a Key Factor in Americans’ Retirement Confidence,” EBRI Issue Brief, no. 413 (Employee Benefit Research Institute, April 2015).

 History of Retirement

 Theory of Retirement

 Global Pension Systems World Bank




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