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.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Understanding how a stock works is key to understanding your investments.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a few things to consider when buying or leasing your next vehicle.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There are hundreds of ETFs available. Should you invest in them?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?