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Frequently Asked Questions

How much do you charge/ How much will this cost me?

Do you have investments that can guarantee I never lose money?

How much do you charge/ How much will this cost me?

At AMG we never charge for our meetings or for our phone calls. We are an education based firm committed to making retirement planning simple and easy to understand.  


If we make a recommendation, the investment or insurance company will pay us directly. 


You will never receive a bill from AMG . We invite you to leverage our knowledge and engage with us any time. 

What companies does AMG represent?

Do you have investments that can guarantee I never lose money?

How much do you charge/ How much will this cost me?

AMG is a completely independent financial services firm. This means we are not beholden to one investment company. Our core principle when evaluating investments or insurance companies is pretty simple: we only offer clients companies that we would put our money into, our families money into, our children's money into.  When working with AMG you will realize the difference immediately. 

Do you have investments that can guarantee I never lose money?

Do you have investments that can guarantee I never lose money?

Do you have investments that can guarantee I never lose money?

We specialize in safe money planning. There are a handful of options available that can guarantee you never lose a penny of your money due to the stock market going down.  We believe the next ten years in the stock market will be more volatile than we've ever seen before. This strategy can eliminate the volatility and risk.

Can I move my 401k, IRA, 403B, TSP without paying taxes?

Can I move my 401k, IRA, 403B, TSP without paying taxes?

Do you have investments that can guarantee I never lose money?

Typically speaking you are allowed to rollover your retirement accounts without creating a taxable event. 

There are many advantages to rolling over ones retirement accounts. One of the main reasons clients do this is to give themselves more investment options, lower their fees, and create a customizable financial strategy for their retirement account.

Can you create a pension with my retirement dollars?

Can I move my 401k, IRA, 403B, TSP without paying taxes?

Can you create a pension with my retirement dollars?

The number one concern we hear from clients time and time again, is the fear of running out of money during retirement. There are several strategies that allow you to create a pension like income that will create a guaranteed income for you and your spouse for the rest of your lives, no matter how long you live. 

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