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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How to help determine life insurance needs to provide for your family after you pass away.
The uncertainties we face in retirement can erode our sense of confidence.
Healthy habits are one of the greatest gifts to give your child.
Tips on insuring your teen driver.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Do you have an estate strategy? You should.
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 how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.