Plan.
Invest.
Protect.
​​​​​​​​​​Retirement planning is just a single aspect of planning your finances, yet according to a survey performed by Empower, less than half of Americans are prepared for life without steady employment income. Some other important aspects that may also need significant consideration, depending on your circumstances, are disability, education, taxes, and estate, death and legacy. How ready are you?
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And though it may not seem like it, your investment portfolio can be just as important as your financial plan. Consider this: to simply keep up with inflation, your money must grow at least 2-3% per year at current rates. This invisible risk to your money becomes much more pronounced as that inflation rate climbs. Historically, rates have climbed on occasion to double-digits!
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Imagine the significant loss of value you may experience as a result of your money growing at below-inflation rates, not to mention the trouble you may run into if your money is not well-positioned when you need it the most.
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Let A.G. Advisory help you to plan, invest, and protect your wealth.
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Note: A.G. Advisory does not offer tax or legal advice. Investing involves risk, and past performance does not guarantee future results.
Vision Statement
Plan.
Making money, spending money, saving and investing your money without a solid financial plan can result in unintended losses and inefficient use of your hard-earned dollars. Establishing and adhering to a budget is great start, but without additional planning support, you may find yourself scrambling when higher education expenses come due, or when an illness or premature death finds you or a loved one. Don't be left uncertain when the unexpected inevitably occurs.
Invest.
Investment is the lifeblood of a robust economy. Through investment, companies experience growth, which can lead to job creation and wage growth. For families, investment is more practical. Investment of your savings increases your chances of keeping up with stock markets and inflation, allowing ordinary individuals to take advantage of the growth of entire economies rather than relying simply on the growth of a single source of income or of interest income from bank savings to achieve their financial goals.
Note: Investing involves risk, and past performance does not guarantee future results.
Protect.
Just as growth is of paramount importance in earlier stages of life, stability becomes a much greater factor in financial decision-making in the latter stages. Besides retirement, other considerations such as for insurance protection, your estate and legacy, and tax-efficient planning and investing strategies should play a role in protecting your wealth and your lifestyle.
Services
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