skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Strategic Collaborations

Strategic Collaborations with A G M Investment Group: Expanding Your Client Services

At A G M Investment Group, we understand the diverse needs of clients and the importance of a collaborative approach. We value partnerships with attorneys, CPAs, and other financial professionals, recognizing that your clients may seek recommendations or additional expertise outside your specialization. Our commitment is to support you as a trusted advisor and help you expand your services to meet your clients' comprehensive financial needs. Here's how we can assist you:

A G M Investment Group has extensive experience in implementing insurance solutions. Whether it's life insurance, disability insurance, or long-term care coverage, we can collaborate to integrate insurance strategies that align with your client's overall financial plans. Our expertise ensures that the insurance component complements the broader financial picture.

Our team specializes in crafting tailored investment strategies. By partnering with A G M Investment Group, you can access various investment solutions to meet multiple financial goals. Whether your clients are looking for wealth accumulation, income generation, or retirement planning, our expertise enhances the investment component of your holistic financial services.

A G M Investment Group is well-versed in designing and implementing corporate benefit programs. From retirement plans to employee benefits, we collaborate to enhance the offerings available to your corporate clients. We focus on creating comprehensive and competitive benefit packages that contribute to employee satisfaction and overall business success.

We offer support in holistic financial planning, ensuring all aspects of your client's financial lives are considered. By partnering with us, you can provide your clients with a broader spectrum of services, including retirement planning, estate planning, tax-efficient strategies, and more. Our collaborative approach enhances the overall financial well-being of your clients.

A G M Investment Group provides educational resources and seminars to benefit your clients and strengthen your professional network. Whether it's staying updated on industry trends, understanding financial planning nuances, or hosting joint seminars, our collaborative efforts extend beyond immediate client needs to knowledge-sharing and client education.

Our collaborative efforts are rooted in a client-centric approach. We work seamlessly with attorneys, CPAs, and financial professionals to ensure the client experience is cohesive and comprehensive. By combining our respective expertise, we aim to deliver integrated solutions that address the multifaceted aspects of your clients' financial lives.

By partnering with A G M Investment Group, you can enhance your services, broaden your expertise, and provide clients with a more comprehensive and integrated approach to their financial needs. Our commitment is to support you as a trusted advisor and contribute to the overall success of your clients' financial journeys.

  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.

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