Lifestyle to Legacy™
Money is the means, not the end. We’ll help you build and preserve it – so that you can create the lifestyle – and the legacy – you hope for.
You’re at the center of a team of CERTIFIED FINANCIAL PLANNER™ professionals, tax planning consultants, investment advisors, and estate planning professionals who customize a plan for you.
Products and Services
These are the tools your team can deploy to help you reach your financial and personal goals.
How We Work With – and For – You
The focus of AGH Wealth Management’s mission is not the markets, the forecasts or the economy this moment or tomorrow. It starts with you. Your goals. Your family. Your dreams. Your finances now. Your future. Your retirement. And your legacy.
To make sure we understand how to help you preserve and protect the resources you have now, we do more listening than talking. That’s how we work with you to define your personal and financial goals, and develop a plan to help you reach those goals. Each plan is tailored for your individual goals, risk tolerance, personal timeline and current and future lifestyle needs AND legacy hopes.
That’s why the way we work together is called the Lifestyle to Legacy™ process. Whether you’re just starting your career, preparing for retirement, or transitioning your business to the next generation – we’ll start there and create a map that helps show you how you could reach your goals for yourself, your family, and your legacy.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Calculating your potential Social Security benefit is a three-step process.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.