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.
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.
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.
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.
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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ADVISOR MANAGEMENT GROUP