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
-
REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
-
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?