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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What’s the deal with your yearly free credit report?
Earnings season can move markets. What is it and why is it important?
Important items to consider when purchasing condo insurance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.